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Concord Wealth Partners’s iShares MSCI Australia ETF EWA Stock Holding History

Concord Wealth 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
2023
Q1 		– Sell
-258
Closed -$5.74K – 1062
2022
Q4 		$5.74K Buy
+258
New +$5.61K ﹤0.01% 731

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Concord Wealth Partners's EWA Position: Q1 2023 in Review

Concord Wealth Partners sold out of iShares MSCI Australia ETF (EWA) in Q1 2023, closing a stake of 258 shares — an estimated $5.74K sold.

Concord Wealth Partners first reported a position in EWA in Q4 2022 and held it in 1 quarter. The position peaked at $5.74K in Q4 2022. 177 funds tracked by Wall St. Rank hold EWA as of Q1 2023.

  • Concord Wealth Partners reported no remaining iShares MSCI Australia ETF position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 258 iShares MSCI Australia ETF shares in Q1 2023, an estimated $5.74K.
  • Concord Wealth Partners first reported a position in iShares MSCI Australia ETF in Q4 2022 and held it in 1 quarter.
  • Concord Wealth Partners's iShares MSCI Australia ETF position peaked at $5.74K in Q4 2022.
  • 177 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.