Creative Planning’s iShares MSCI Australia ETF EWA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.9M | Buy |
72,156
+10,852
| +18% | +$286K | ﹤0.01% | 1356 |
|
2025
Q1 | $1.44M | Buy |
61,304
+7,552
| +14% | +$177K | ﹤0.01% | 1426 |
|
2024
Q4 | $1.28M | Sell |
53,752
-124
| -0.2% | -$2.96K | ﹤0.01% | 1453 |
|
2024
Q3 | $1.46M | Buy |
53,876
+11,006
| +26% | +$298K | ﹤0.01% | 1263 |
|
2024
Q2 | $1.05M | Buy |
42,870
+9,561
| +29% | +$234K | ﹤0.01% | 1369 |
|
2024
Q1 | $821K | Sell |
33,309
-1,980
| -6% | -$48.8K | ﹤0.01% | 1474 |
|
2023
Q4 | $859K | Buy |
35,289
+4,503
| +15% | +$110K | ﹤0.01% | 1316 |
|
2023
Q3 | $662K | Sell |
30,786
-13,461
| -30% | -$290K | ﹤0.01% | 1376 |
|
2023
Q2 | $998K | Buy |
44,247
+1,938
| +5% | +$43.7K | ﹤0.01% | 1126 |
|
2023
Q1 | $971K | Buy |
42,309
+1,628
| +4% | +$37.3K | ﹤0.01% | 1090 |
|
2022
Q4 | $904K | Buy |
40,681
+15,684
| +63% | +$349K | ﹤0.01% | 1079 |
|
2022
Q3 | $490K | Sell |
24,997
-836
| -3% | -$16.4K | ﹤0.01% | 1335 |
|
2022
Q2 | $548K | Buy |
25,833
+1,384
| +6% | +$29.4K | ﹤0.01% | 1260 |
|
2022
Q1 | $646K | Sell |
24,449
-1,498
| -6% | -$39.6K | ﹤0.01% | 1199 |
|
2021
Q4 | $644K | Sell |
25,947
-1,207
| -4% | -$30K | ﹤0.01% | 1164 |
|
2021
Q3 | $674K | Buy |
27,154
+296
| +1% | +$7.35K | ﹤0.01% | 1136 |
|
2021
Q2 | $698K | Sell |
26,858
-5,350
| -17% | -$139K | ﹤0.01% | 1095 |
|
2021
Q1 | $798K | Buy |
32,208
+203
| +0.6% | +$5.03K | ﹤0.01% | 1146 |
|
2020
Q4 | $767K | Buy |
32,005
+16,848
| +111% | +$404K | ﹤0.01% | 1067 |
|
2020
Q3 | $299K | Buy |
15,157
+62
| +0.4% | +$1.22K | ﹤0.01% | 1401 |
|
2020
Q2 | $291K | Buy |
15,095
+1,687
| +13% | +$32.5K | ﹤0.01% | 1307 |
|
2020
Q1 | $208K | Buy |
+13,408
| New | +$208K | ﹤0.01% | 1359 |
|
2019
Q3 | – | Sell |
-11,242
| Closed | -$253K | – | 1895 |
|
2019
Q2 | $253K | Buy |
+11,242
| New | +$253K | ﹤0.01% | 1465 |
|
2017
Q3 | – | Sell |
-3,144
| Closed | -$68K | – | 2392 |
|
2017
Q2 | $68K | Hold |
3,144
| – | – | ﹤0.01% | 2260 |
|
2017
Q1 | $71K | Sell |
3,144
-2,245
| -42% | -$50.7K | ﹤0.01% | 2182 |
|
2016
Q4 | $109K | Buy |
5,389
+2,279
| +73% | +$46.1K | ﹤0.01% | 1795 |
|
2016
Q3 | $65K | Buy |
3,110
+149
| +5% | +$3.11K | ﹤0.01% | 2139 |
|
2016
Q2 | $58K | Sell |
2,961
-677
| -19% | -$13.3K | ﹤0.01% | 2022 |
|
2016
Q1 | $70K | Buy |
3,638
+500
| +16% | +$9.62K | ﹤0.01% | 1849 |
|
2015
Q4 | $60K | Buy |
3,138
+874
| +39% | +$16.7K | ﹤0.01% | 1946 |
|
2015
Q3 | $41K | Buy |
+2,264
| New | +$41K | ﹤0.01% | 2163 |
|
2015
Q2 | – | Sell |
-5,234
| Closed | -$120K | – | 1616 |
|
2015
Q1 | $120K | Buy |
5,234
+2,547
| +95% | +$58.4K | ﹤0.01% | 1468 |
|
2014
Q4 | $60K | Buy |
2,687
+750
| +39% | +$16.7K | ﹤0.01% | 1864 |
|
2014
Q3 | $46K | Sell |
1,937
-1,380
| -42% | -$32.8K | ﹤0.01% | 1954 |
|
2014
Q2 | $87K | Sell |
3,317
-33,650
| -91% | -$883K | ﹤0.01% | 1512 |
|
2014
Q1 | $956K | Buy |
36,967
+32,063
| +654% | +$829K | 0.01% | 385 |
|
2013
Q4 | $120K | Sell |
4,904
-1,908
| -28% | -$46.7K | ﹤0.01% | 1099 |
|
2013
Q3 | $172K | Buy |
6,812
+3,895
| +134% | +$98.3K | ﹤0.01% | 826 |
|
2013
Q2 | $66K | Buy |
+2,917
| New | +$66K | ﹤0.01% | 1218 |
|