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Elevation Wealth Partners’s iShares MSCI Australia ETF EWA Stock Holding History

Elevation Wealth 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
2026
Q2 		$48.4K Buy
1,718
+24
+1% +$696 0.01% 307
2026
Q1 		$47K Sell
1,694
-250
-13% -$7.02K 0.02% 249
2025
Q4 		$50.9K Buy
1,944
+32
+2% +$847 0.02% 240
2025
Q3 		$51.6K Hold
1,912
– – 0.02% 244
2025
Q2 		$50.3K Buy
1,912
+29
+2% +$723 0.02% 235
2025
Q1 		$44.1K Hold
1,883
– – 0.02% 242
2024
Q4 		$44.9K Buy
1,883
+33
+2% +$849 0.02% 240
2024
Q3 		$50.2K Sell
1,850
-609
-25% -$15.4K 0.02% 221
2024
Q2 		$60.1K Hold
2,459
– – 0.03% 199
2024
Q1 		$60.6K Hold
2,459
– – 0.03% 200
2023
Q4 		$52.9K Hold
2,459
– – 0.03% 203
2023
Q3 		$52.9K Hold
2,459
– – 0.05% 143
2023
Q2 		$55.5K Sell
2,459
-456
-16% -$10.4K 0.05% 141
2023
Q1 		$66.9K Buy
+2,915
New +$68.2K 0.06% 132

Other funds holding EWA

SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
PJC
Phillip James Consulting Plymouth, Minnesota $150M AUM
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SGC
Slocum, Gordon & Co Newport, Rhode Island $151M AUM 26.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Elevation Wealth Partners's EWA Position: Q2 2026 in Review

Elevation Wealth Partners increased its iShares MSCI Australia ETF (EWA) stake by 1.4% in Q2 2026, buying an estimated $696 and bringing the position to 1,718 shares worth $48.4K. The position accounts for 0.01% of the portfolio, ranked #307.

Elevation Wealth Partners first reported a position in EWA in Q1 2023 and has held it in 14 quarters since. The position peaked at $66.9K in Q1 2023. 56 funds tracked by Wall St. Rank hold EWA as of Q2 2026.

  • Elevation Wealth Partners held 1,718 shares of iShares MSCI Australia ETF worth $48.4K as of Q2 2026.
  • Elevation Wealth Partners bought 24 iShares MSCI Australia ETF shares in Q2 2026, an estimated $696.
  • iShares MSCI Australia ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #307 holding.
  • Elevation Wealth Partners first reported a position in iShares MSCI Australia ETF in Q1 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's iShares MSCI Australia ETF position peaked at $66.9K in Q1 2023.
  • 56 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.