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Csenge Advisory Group’s iShares MSCI Australia ETF EWA Stock Holding History

Csenge Advisory Group’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
2023
Q3 		– Sell
-22,353
Closed -$504K – 653
2023
Q2 		$504K Buy
22,353
+2,927
+15% +$67K 0.03% 373
2023
Q1 		$446K Buy
19,426
+2,458
+14% +$57.5K 0.03% 382
2022
Q4 		$377K Sell
16,968
-1,062
-6% -$23.1K 0.03% 408
2022
Q3 		$354K Sell
18,030
-2,810
-13% -$61.1K 0.03% 417
2022
Q2 		$442K Buy
20,840
+2,260
+12% +$54.6K 0.04% 363
2022
Q1 		$491K Buy
18,580
+791
+4% +$19.3K 0.04% 384
2021
Q4 		$461K Sell
17,789
-1,694
-9% -$43.2K 0.04% 362
2021
Q3 		$486K Buy
19,483
+1,694
+10% +$43.7K 0.04% 372
2021
Q2 		$461K Buy
17,789
+4,022
+29% +$106K 0.04% 363
2021
Q1 		$351K Buy
+13,767
New +$342K 0.04% 358
2019
Q4 		– Sell
-44,428
Closed -$989K – 298
2019
Q3 		$989K Buy
+44,428
New +$982K 0.27% 77

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Csenge Advisory Group's EWA Position: Q3 2023 in Review

Csenge Advisory Group sold out of iShares MSCI Australia ETF (EWA) in Q3 2023, closing a stake of 22,353 shares — an estimated $504K sold.

Csenge Advisory Group first reported a position in EWA in Q3 2019 and held it in 11 quarters. The position peaked at $989K in Q3 2019. 174 funds tracked by Wall St. Rank hold EWA as of Q3 2023.

  • Csenge Advisory Group reported no remaining iShares MSCI Australia ETF position as of Q3 2023 after selling out during the quarter.
  • Csenge Advisory Group sold 22,353 iShares MSCI Australia ETF shares in Q3 2023, an estimated $504K.
  • Csenge Advisory Group first reported a position in iShares MSCI Australia ETF in Q3 2019 and held it in 11 quarters.
  • Csenge Advisory Group's iShares MSCI Australia ETF position peaked at $989K in Q3 2019.
  • 174 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q3 2023.

Based on Csenge Advisory Group's 13F filing for Q3 2023, filed 1 Nov 2023.