CWM
EWA icon

Concert Wealth Management’s iShares MSCI Australia ETF EWA Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-9,189
Closed -$192K – 596
2016
Q3 		$192K Buy
+9,189
New +$188K 0.02% 654

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Concert Wealth Management's EWA Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares MSCI Australia ETF (EWA) in Q4 2016, closing a stake of 9,189 shares — an estimated $192K sold.

Concert Wealth Management first reported a position in EWA in Q3 2016 and held it in 1 quarter. The position peaked at $192K in Q3 2016. 179 funds tracked by Wall St. Rank hold EWA as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares MSCI Australia ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 9,189 iShares MSCI Australia ETF shares in Q4 2016, an estimated $192K.
  • Concert Wealth Management first reported a position in iShares MSCI Australia ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares MSCI Australia ETF position peaked at $192K in Q3 2016.
  • 179 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.