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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
2018
Q4 		– Sell
-27,276
Closed -$1.23M – 576
2018
Q3 		$1.23M Sell
27,276
-5,988
-18% -$135K 0.02% 651
2018
Q2 		$1.49M Buy
+33,264
New +$749K 0.02% 632
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 $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

Cornerstone Wealth Management's EWA Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of iShares MSCI Australia ETF (EWA) in Q4 2018, closing a stake of 27,276 shares — an estimated $1.23M sold.

Cornerstone Wealth Management first reported a position in EWA in Q1 2017 and held it in 3 quarters. The position peaked at $1.49M in Q2 2018. 170 funds tracked by Wall St. Rank hold EWA as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining iShares MSCI Australia ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 27,276 iShares MSCI Australia ETF shares in Q4 2018, an estimated $1.23M.
  • Cornerstone Wealth Management first reported a position in iShares MSCI Australia ETF in Q1 2017 and held it in 3 quarters.
  • Cornerstone Wealth Management's iShares MSCI Australia ETF position peaked at $1.49M in Q2 2018.
  • 170 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.