EWA
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EverSource Wealth Advisors’s iShares MSCI Australia ETF EWA Stock Holding History

EverSource Wealth Advisors’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
2023
Q2 		– Sell
-3,141
Closed -$72.1K – 2525
2023
Q1 		$72.1K Buy
3,141
+3,110
+10,032% +$72.7K 0.01% 656
2022
Q4 		$689 Buy
+31
New +$674 ﹤0.01% 2158

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EverSource Wealth Advisors's EWA Position: Q2 2023 in Review

EverSource Wealth Advisors sold out of iShares MSCI Australia ETF (EWA) in Q2 2023, closing a stake of 3,141 shares — an estimated $72.1K sold.

EverSource Wealth Advisors first reported a position in EWA in Q4 2022 and held it in 2 quarters. The position peaked at $72.1K in Q1 2023. 188 funds tracked by Wall St. Rank hold EWA as of Q2 2023.

  • EverSource Wealth Advisors reported no remaining iShares MSCI Australia ETF position as of Q2 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 3,141 iShares MSCI Australia ETF shares in Q2 2023, an estimated $72.1K.
  • EverSource Wealth Advisors first reported a position in iShares MSCI Australia ETF in Q4 2022 and held it in 2 quarters.
  • EverSource Wealth Advisors's iShares MSCI Australia ETF position peaked at $72.1K in Q1 2023.
  • 188 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2023.

Based on EverSource Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.