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

Copia 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
2026 Q2	$326K	Sell	11,569 -1,405	-11%	-$40.7K	0.2%	90
2026 Q1	$360K	Sell	12,974 -4,258	-25%	-$120K	0.25%	79
2025 Q4	$451K	Sell	17,232 -2,616	-13%	-$69.2K	0.32%	62
2025 Q3	$536K	Buy	19,848 +9,013	+83%	+$240K	0.4%	53
2025 Q2	$285K	Buy	10,835 +1,566	+17%	+$39K	0.24%	77
2025 Q1	$217K	Buy	9,269 +3,445	+59%	+$83.7K	0.2%	83
2024 Q4	$139K	Buy	+5,824	New	+$150K	0.13%	98

Other funds holding EWA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Copia Wealth Management's EWA Position: Q2 2026 in Review

Copia Wealth Management reduced its iShares MSCI Australia ETF (EWA) stake by 11% in Q2 2026, selling an estimated $40.7K and leaving 11,569 shares worth $326K. The position accounts for 0.2% of the portfolio, ranked #90.

Copia Wealth Management first reported a position in EWA in Q4 2024 and has held it in 7 quarters since. The position peaked at $536K in Q3 2025. 187 funds tracked by Wall St. Rank hold EWA as of Q2 2026.

Copia Wealth Management held 11,569 shares of iShares MSCI Australia ETF worth $326K as of Q2 2026.
Copia Wealth Management sold 1,405 iShares MSCI Australia ETF shares in Q2 2026, an estimated $40.7K.
iShares MSCI Australia ETF made up 0.2% of Copia Wealth Management's portfolio in Q2 2026, its #90 holding.
Copia Wealth Management first reported a position in iShares MSCI Australia ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's iShares MSCI Australia ETF position peaked at $536K in Q3 2025.
187 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.