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

Cornerstone 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
2017
Q2 		– Sell
-10,396
Closed -$232K – 388
2017
Q1 		$232K Buy
+10,396
New +$227K 0.06% 299

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cornerstone Wealth Management's EWA Position: Q2 2017 in Review

Cornerstone Wealth Management sold out of iShares MSCI Australia ETF (EWA) in Q2 2017, closing a stake of 10,396 shares — an estimated $232K sold.

Cornerstone Wealth Management first reported a position in EWA in Q1 2017 and held it in 1 quarter. The position peaked at $232K in Q1 2017. 179 funds tracked by Wall St. Rank hold EWA as of Q2 2017.

  • Cornerstone Wealth Management reported no remaining iShares MSCI Australia ETF position as of Q2 2017 after selling out during the quarter.
  • Cornerstone Wealth Management sold 10,396 iShares MSCI Australia ETF shares in Q2 2017, an estimated $232K.
  • Cornerstone Wealth Management first reported a position in iShares MSCI Australia ETF in Q1 2017 and held it in 1 quarter.
  • Cornerstone Wealth Management's iShares MSCI Australia ETF position peaked at $232K in Q1 2017.
  • 179 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2017.

Based on Cornerstone Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.