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Evergreen Capital Management’s iShares MSCI Australia ETF EWA Stock Holding History

Evergreen Capital Management’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 		$4.01M Buy
142,315
+5,450
+4% +$158K 0.07% 240
2026
Q1 		$3.8M Buy
136,865
+54,835
+67% +$1.54M 0.08% 230
2025
Q4 		$2.15M Buy
82,030
+2,550
+3% +$67.5K 0.05% 294
2025
Q3 		$2.15M Buy
79,480
+1,788
+2% +$47.7K 0.05% 280
2025
Q2 		$2.04M Buy
77,692
+7,975
+11% +$199K 0.06% 259
2025
Q1 		$1.63M Buy
69,717
+5,685
+9% +$138K 0.05% 275
2024
Q4 		$1.53M Sell
64,032
-4,015
-6% -$103K 0.05% 291
2024
Q3 		$1.84M Sell
68,047
-3,870
-5% -$97.9K 0.06% 261
2024
Q2 		$1.76M Sell
71,917
-668
-0.9% -$16.3K 0.06% 245
2024
Q1 		$1.79M Buy
72,585
+8,145
+13% +$194K 0.07% 241
2023
Q4 		$1.57M Buy
+64,440
New +$1.43M 0.06% 244
2021
Q2 		– Sell
-26,186
Closed -$649K – 539
2021
Q1 		$649K Sell
26,186
-278
-1% -$6.92K 0.03% 294
2020
Q4 		$634K Buy
26,464
+775
+3% +$17.1K 0.04% 263
2020
Q3 		$507K Buy
25,689
+292
+1% +$5.91K 0.04% 261
2020
Q2 		$489K Buy
25,397
+576
+2% +$10.2K 0.04% 241
2020
Q1 		$386K Sell
24,821
-719
-3% -$14.7K 0.04% 249
2019
Q4 		$578K Sell
25,540
-1,605
-6% -$36.1K 0.05% 224
2019
Q3 		$604K Sell
27,145
-703
-3% -$15.5K 0.06% 203
2019
Q2 		$628K Buy
+27,848
New +$610K 0.06% 199

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Evergreen Capital Management's EWA Position: Q2 2026 in Review

Evergreen Capital Management increased its iShares MSCI Australia ETF (EWA) stake by 4% in Q2 2026, buying an estimated $158K and bringing the position to 142,315 shares worth $4.01M. The position accounts for 0.07% of the portfolio, ranked #240.

Evergreen Capital Management first reported a position in EWA in Q2 2019 and has held it in 19 quarters since. 187 funds tracked by Wall St. Rank hold EWA as of Q2 2026.

  • Evergreen Capital Management held 142,315 shares of iShares MSCI Australia ETF worth $4.01M as of Q2 2026.
  • Evergreen Capital Management bought 5,450 iShares MSCI Australia ETF shares in Q2 2026, an estimated $158K.
  • iShares MSCI Australia ETF made up 0.07% of Evergreen Capital Management's portfolio in Q2 2026, its #240 holding.
  • Evergreen Capital Management first reported a position in iShares MSCI Australia ETF in Q2 2019 and has held it in 19 quarters since.
  • 187 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.