Cerity Partners
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Cerity Partners’s iShares MSCI Australia ETF EWA Stock Holding History

Cerity Partners’s Portfolio EWA Stock Details EWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-469,756
Closed -$26.3M – 569
2017
Q2 		$26.3M Sell
469,756
-3,269
-0.7% -$71.8K 2.2% 8
2017
Q1 		$15.1M Buy
+473,025
New +$10.3M 1.26% 13

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Manulife (Manufacturers Life Insurance)
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Cerity Partners's EWA Position: Q3 2017 in Review

Cerity Partners sold out of iShares MSCI Australia ETF (EWA) in Q3 2017, closing a stake of 469,756 shares — an estimated $26.3M sold.

Cerity Partners first reported a position in EWA in Q1 2017 and held it in 2 quarters. The position peaked at $26.3M in Q2 2017. 173 funds tracked by Wall St. Rank hold EWA as of Q3 2017.

  • Cerity Partners reported no remaining iShares MSCI Australia ETF position as of Q3 2017 after selling out during the quarter.
  • Cerity Partners sold 469,756 iShares MSCI Australia ETF shares in Q3 2017, an estimated $26.3M.
  • Cerity Partners first reported a position in iShares MSCI Australia ETF in Q1 2017 and held it in 2 quarters.
  • Cerity Partners's iShares MSCI Australia ETF position peaked at $26.3M in Q2 2017.
  • 173 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q3 2017.

Based on Cerity Partners's 13F filing for Q3 2017, filed 13 Nov 2017.