CWM
Cedar Wealth Management’s iShares MSCI Australia ETF EWA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $502K | Hold |
19,067
| – | – | 0.17% | 44 |
|
2025
Q1 | $447K | Hold |
19,067
| – | – | 0.16% | 51 |
|
2024
Q4 | $455K | Hold |
19,067
| – | – | 0.16% | 50 |
|
2024
Q3 | $517K | Hold |
19,067
| – | – | 0.16% | 66 |
|
2024
Q2 | $466K | Hold |
19,067
| – | – | 0.15% | 76 |
|
2024
Q1 | $470K | Sell |
19,067
-4,766
| -20% | -$118K | 0.15% | 72 |
|
2023
Q4 | $580K | Hold |
23,833
| – | – | 0.21% | 58 |
|
2023
Q3 | $513K | Hold |
23,833
| – | – | 0.2% | 63 |
|
2023
Q2 | $537K | Hold |
23,833
| – | – | 0.21% | 62 |
|
2023
Q1 | $547K | Buy |
+23,833
| New | +$547K | 0.22% | 60 |
|
2022
Q4 | – | Sell |
-23,833
| Closed | -$468K | – | 313 |
|
2022
Q3 | $468K | Hold |
23,833
| – | – | 0.23% | 68 |
|
2022
Q2 | $506K | Hold |
23,833
| – | – | 0.23% | 64 |
|
2022
Q1 | $630K | Buy |
23,833
+1,018
| +4% | +$26.9K | 0.25% | 61 |
|
2021
Q4 | $566K | Hold |
22,815
| – | – | 0.23% | 74 |
|
2021
Q3 | $566K | Hold |
22,815
| – | – | 0.25% | 69 |
|
2021
Q2 | $593K | Buy |
22,815
+1,861
| +9% | +$48.4K | 0.27% | 66 |
|
2021
Q1 | $519K | Hold |
20,954
| – | – | 0.26% | 65 |
|
2020
Q4 | $502K | Buy |
20,954
+174
| +0.8% | +$4.17K | 0.27% | 58 |
|
2020
Q3 | $410K | Buy |
20,780
+10,223
| +97% | +$202K | 0.25% | 63 |
|
2020
Q2 | $203K | Buy |
+10,557
| New | +$203K | 0.14% | 81 |
|