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Evoke Wealth’s iShares MSCI Australia ETF EWA Stock Holding History

Evoke Wealth’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
Q3 		– Sell
-794
Closed -$17K – 1198
2022
Q2 		$17K Buy
+794
New +$19.2K ﹤0.01% 681
2020
Q1 		– Sell
-3,311
Closed -$235K – 1208
2019
Q4 		$235K Buy
+3,311
New +$74.5K 0.03% 203

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth's EWA Position: Q3 2022 in Review

Evoke Wealth sold out of iShares MSCI Australia ETF (EWA) in Q3 2022, closing a stake of 794 shares — an estimated $17K sold.

Evoke Wealth first reported a position in EWA in Q4 2019 and held it in 2 quarters. The position peaked at $235K in Q4 2019. 183 funds tracked by Wall St. Rank hold EWA as of Q3 2022.

  • Evoke Wealth reported no remaining iShares MSCI Australia ETF position as of Q3 2022 after selling out during the quarter.
  • Evoke Wealth sold 794 iShares MSCI Australia ETF shares in Q3 2022, an estimated $17K.
  • Evoke Wealth first reported a position in iShares MSCI Australia ETF in Q4 2019 and held it in 2 quarters.
  • Evoke Wealth's iShares MSCI Australia ETF position peaked at $235K in Q4 2019.
  • 183 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q3 2022.

Based on Evoke Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.