CI
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CX Institutional’s iShares MSCI Australia ETF EWA Stock Holding History

CX Institutional’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
2024
Q1 		– Sell
-428
Closed -$10.4K – 548
2023
Q4 		$10.4K Buy
+428
New +$9.48K ﹤0.01% 521
2023
Q1 		– Sell
-342,550
Closed -$7.61M – 505
2022
Q4 		$7.61M Buy
342,550
+77,737
+29% +$1.69M 0.46% 53
2022
Q3 		$5.2M Buy
264,813
+120,840
+84% +$2.63M 0.36% 71
2022
Q2 		$3.06M Sell
143,973
-36,485
-20% -$881K 0.23% 109
2022
Q1 		$4.77M Sell
180,458
-7,811
-4% -$191K 0.38% 67
2021
Q4 		$4.67M Buy
188,269
+3,567
+2% +$90.9K 0.37% 84
2021
Q3 		$4.58M Sell
184,702
-2,288
-1% -$59.1K 0.37% 75
2021
Q2 		$4.86M Buy
186,990
+186,073
+20,291% +$4.9M 0.4% 75
2021
Q1 		$23K Sell
917
-135,214
-99% -$3.36M ﹤0.01% 647
2020
Q4 		$3.26M Buy
136,131
+135,986
+93,783% +$3.01M 0.31% 82
2020
Q3 		$3K Sell
145
-331
-70% -$6.7K ﹤0.01% 780
2020
Q2 		$9K Sell
476
-177,370
-100% -$3.13M ﹤0.01% 574
2020
Q1 		$2.76M Buy
177,846
+54,496
+44% +$1.12M 0.45% 52
2019
Q4 		$2.79M Sell
123,350
-2,091
-2% -$47.1K 0.49% 53
2019
Q3 		$2.79M Buy
+125,441
New +$2.77M 0.45% 59

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

CX Institutional's EWA Position: Q1 2024 in Review

CX Institutional sold out of iShares MSCI Australia ETF (EWA) in Q1 2024, closing a stake of 428 shares — an estimated $10.4K sold.

CX Institutional first reported a position in EWA in Q3 2019 and held it in 15 quarters. The position peaked at $7.61M in Q4 2022. 181 funds tracked by Wall St. Rank hold EWA as of Q1 2024.

  • CX Institutional reported no remaining iShares MSCI Australia ETF position as of Q1 2024 after selling out during the quarter.
  • CX Institutional sold 428 iShares MSCI Australia ETF shares in Q1 2024, an estimated $10.4K.
  • CX Institutional first reported a position in iShares MSCI Australia ETF in Q3 2019 and held it in 15 quarters.
  • CX Institutional's iShares MSCI Australia ETF position peaked at $7.61M in Q4 2022.
  • 181 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2024.

Based on CX Institutional's 13F filing for Q1 2024, filed 15 Apr 2024.