EWA LLC’s Sumitomo Mitsui Financial SMFG Stock Holding History

EWA LLC’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$429K	Buy	21,728 +19	+0.1%	+$399	0.1%	120
2025 Q4	$420K	Buy	21,709 +233	+1%	+$4.04K	0.1%	104
2025 Q3	$360K	Buy	21,476 +174	+0.8%	+$2.79K	0.1%	109
2025 Q2	$322K	Sell	21,302 -153	-0.7%	-$2.2K	0.1%	110
2025 Q1	$332K	Sell	21,455 -64	-0.3%	-$974	0.12%	88
2024 Q4	$312K	Buy	21,519 +129	+0.6%	+$1.77K	0.12%	83
2024 Q3	$306K	Sell	21,390 -47	-0.2%	-$621	0.11%	88
2024 Q2	$304K	Buy	21,437 +24	+0.1%	+$291	0.13%	80
2024 Q1	$248K	Sell	21,413 -1,331	-6%	-$14.3K	0.11%	90
2023 Q4	$237K	Buy	22,744 +416	+2%	+$4.03K	0.12%	90
2023 Q3	$207K	Buy	22,328 +524	+2%	+$4.85K	0.13%	79
2023 Q2	$188K	Buy	21,804 +26	+0.1%	+$215	0.13%	72
2023 Q1	$183K	Buy	+21,778	New	+$184K	0.14%	65

Other funds holding SMFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return