Edgestream Partners’s iShares MSCI Australia ETF EWA Stock Holding History

Edgestream Partners’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
2022 Q4	–	Sell	-159,775	Closed	-$3.13M	–	538
2022 Q3	$3.13M	Sell	159,775 -153,821	-49%	-$3.34M	0.24%	144
2022 Q2	$6.66M	Buy	313,596 +298,177	+1,934%	+$7.2M	0.52%	38
2022 Q1	$408K	Buy	+15,419	New	+$376K	0.03%	447
2021 Q2	–	Sell	-230,131	Closed	-$5.71M	–	472
2021 Q1	$5.71M	Sell	230,131 -219,004	-49%	-$5.45M	0.32%	121
2020 Q4	$10.8M	Buy	449,135 +284,527	+173%	+$6.29M	0.54%	53
2020 Q3	$3.25M	Buy	+164,608	New	+$3.33M	0.21%	152
2020 Q1	–	Sell	-12,799	Closed	-$290K	–	321
2019 Q4	$290K	Buy	+12,799	New	+$288K	0.02%	293
2018 Q3	–	Sell	-62,327	Closed	-$1.41M	–	278
2018 Q2	$1.41M	Buy	62,327 +17,105	+38%	+$385K	0.29%	120
2018 Q1	$996K	Buy	+45,222	New	+$1.04M	0.2%	141

Other funds holding EWA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Edgestream Partners's EWA Position: Q4 2022 in Review

Edgestream Partners sold out of iShares MSCI Australia ETF (EWA) in Q4 2022, closing a stake of 159,775 shares — an estimated $3.13M sold.

Edgestream Partners first reported a position in EWA in Q1 2018 and held it in 9 quarters. The position peaked at $10.8M in Q4 2020. 185 funds tracked by Wall St. Rank hold EWA as of Q4 2022.

Edgestream Partners reported no remaining iShares MSCI Australia ETF position as of Q4 2022 after selling out during the quarter.
Edgestream Partners sold 159,775 iShares MSCI Australia ETF shares in Q4 2022, an estimated $3.13M.
Edgestream Partners first reported a position in iShares MSCI Australia ETF in Q1 2018 and held it in 9 quarters.
Edgestream Partners's iShares MSCI Australia ETF position peaked at $10.8M in Q4 2020.
185 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q4 2022.

Based on Edgestream Partners's 13F filing for Q4 2022, filed 13 Feb 2023.