Financial Gravity Asset Management’s iShares MSCI Australia ETF EWA Stock Holding History

Financial Gravity Asset 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
2024 Q1	–	Hold	0	–	–	–	1883
2023 Q4	–	Hold	0	–	–	–	1449
2023 Q3	–	Hold	0	–	–	–	1180
2023 Q2	–	Sell	-23	Closed	-$8	–	1674
2023 Q1	$8	Buy	23 +1	+5%	+$23	﹤0.01%	880
2022 Q4	$4.85K	Sell	22 -18	-45%	-$391	0.03%	407
2022 Q3	$7	Sell	40 -2	-5%	-$43	﹤0.01%	781
2022 Q2	$8	Sell	42 -10	-19%	-$242	﹤0.01%	685
2022 Q1	$10	Sell	52 -73	-58%	-$1.78K	﹤0.01%	773
2021 Q4	$1.06K	Buy	+125	New	+$3.18K	0.02%	380
2021 Q3	–	Hold	0	–	–	–	751
2021 Q2	–	Sell	-188	Closed	-$4.95K	–	752
2021 Q1	$4.65K	Buy	+188	New	+$4.68K	0.1%	150
2020 Q2	$9K	Buy	481 +474	+6,771%	+$8.36K	2.76%	6
2020 Q1	$108	Hold	7	–	–	﹤0.01%	875
2019 Q4	$23K	Sell	7 -3,458	-100%	-$77.8K	0.02%	960
2019 Q3	$77K	Sell	3,465 -256	-7%	-$5.66K	0.07%	242
2019 Q2	$84K	Sell	3,721 -82	-2%	-$1.79K	0.07%	249
2019 Q1	$83K	Buy	+3,803	New	+$79.2K	0.07%	219
2018 Q3	$0	Sell	22 -4,692	-100%	-$106K	﹤0.01%	1456
2018 Q2	$106K	Buy	4,714 +4,694	+23,470%	+$106K	0.1%	204
2018 Q1	$0	Buy	+20	New	+$461	﹤0.01%	1424

Other funds holding EWA

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Financial Gravity Asset Management's EWA Position: Q1 2024 in Review

Financial Gravity Asset Management held its iShares MSCI Australia ETF (EWA) position steady in Q1 2024 at 0 shares worth $24. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Financial Gravity Asset Management first reported a position in EWA in Q1 2018 and has held it in 16 quarters since. The position peaked at $106K in Q2 2018. 181 funds tracked by Wall St. Rank hold EWA as of Q1 2024.

Financial Gravity Asset Management held 0 shares of iShares MSCI Australia ETF worth $24 as of Q1 2024.
Financial Gravity Asset Management left its iShares MSCI Australia ETF share count unchanged in Q1 2024.
iShares MSCI Australia ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1883 holding.
Financial Gravity Asset Management first reported a position in iShares MSCI Australia ETF in Q1 2018 and has held it in 16 quarters since.
Financial Gravity Asset Management's iShares MSCI Australia ETF position peaked at $106K in Q2 2018.
181 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.