Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s iShares MSCI Australia ETF EWA Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		– Sell
-49,221
Closed -$1.21M – 1643
2024
Q1 		$1.21M Sell
49,221
-2,243
-4% -$53.5K ﹤0.01% 790
2023
Q4 		$1.25M Sell
51,464
-302
-0.6% -$6.69K 0.01% 732
2023
Q3 		$1.11M Buy
+51,766
New +$1.15M 0.01% 727

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Envestnet Portfolio Solutions's EWA Position: Q2 2024 in Review

Envestnet Portfolio Solutions sold out of iShares MSCI Australia ETF (EWA) in Q2 2024, closing a stake of 49,221 shares — an estimated $1.21M sold.

Envestnet Portfolio Solutions first reported a position in EWA in Q3 2023 and held it in 3 quarters. The position peaked at $1.25M in Q4 2023. 162 funds tracked by Wall St. Rank hold EWA as of Q2 2024.

  • Envestnet Portfolio Solutions reported no remaining iShares MSCI Australia ETF position as of Q2 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 49,221 iShares MSCI Australia ETF shares in Q2 2024, an estimated $1.21M.
  • Envestnet Portfolio Solutions first reported a position in iShares MSCI Australia ETF in Q3 2023 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's iShares MSCI Australia ETF position peaked at $1.25M in Q4 2023.
  • 162 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2024, filed 16 Jul 2024.