FSWA
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Financial Synergies Wealth Advisors’s iShares MSCI Australia ETF EWA Stock Holding History

Financial Synergies 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
2022
Q3 		– Sell
-1,035
Closed -$22K – 487
2022
Q2 		$22K Buy
+1,035
New +$25K ﹤0.01% 133

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

Financial Synergies Wealth Advisors's EWA Position: Q3 2022 in Review

Financial Synergies Wealth Advisors sold out of iShares MSCI Australia ETF (EWA) in Q3 2022, closing a stake of 1,035 shares — an estimated $22K sold.

Financial Synergies Wealth Advisors first reported a position in EWA in Q2 2022 and held it in 1 quarter. The position peaked at $22K in Q2 2022. 183 funds tracked by Wall St. Rank hold EWA as of Q3 2022.

  • Financial Synergies Wealth Advisors reported no remaining iShares MSCI Australia ETF position as of Q3 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 1,035 iShares MSCI Australia ETF shares in Q3 2022, an estimated $22K.
  • Financial Synergies Wealth Advisors first reported a position in iShares MSCI Australia ETF in Q2 2022 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's iShares MSCI Australia ETF position peaked at $22K in Q2 2022.
  • 183 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q3 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2022, filed 4 Apr 2024.