Connectus Wealth’s iShares MSCI Australia ETF EWA Stock Holding History

Connectus Wealth’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
2024 Q1	–	Sell	-205,831	Closed	-$5.02M	–	396
2023 Q4	$5.02M	Buy	+205,831	New	+$4.56M	0.1%	162
2022 Q3	–	Sell	-9,484	Closed	-$202K	–	509
2022 Q2	$202K	Sell	9,484 -49,855	-84%	-$1.2M	﹤0.01%	411
2022 Q1	$1.47M	Buy	+59,339	New	+$1.45M	0.05%	193

Other funds holding EWA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Connectus Wealth's EWA Position: Q1 2024 in Review

Connectus Wealth sold out of iShares MSCI Australia ETF (EWA) in Q1 2024, closing a stake of 205,831 shares — an estimated $5.02M sold.

Connectus Wealth first reported a position in EWA in Q1 2022 and held it in 3 quarters. The position peaked at $5.02M in Q4 2023. 181 funds tracked by Wall St. Rank hold EWA as of Q1 2024.

Connectus Wealth reported no remaining iShares MSCI Australia ETF position as of Q1 2024 after selling out during the quarter.
Connectus Wealth sold 205,831 iShares MSCI Australia ETF shares in Q1 2024, an estimated $5.02M.
Connectus Wealth first reported a position in iShares MSCI Australia ETF in Q1 2022 and held it in 3 quarters.
Connectus Wealth's iShares MSCI Australia ETF position peaked at $5.02M in Q4 2023.
181 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.