Focused Wealth Management’s iShares MSCI Australia ETF EWA Stock Holding History

Focused Wealth 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
2023 Q1	–	Sell	-147	Closed	-$3.27K	–	1076
2022 Q4	$3.27K	Buy	+147	New	+$3.2K	﹤0.01%	730
2014 Q4	–	Sell	-1,000	Closed	-$24K	–	668
2014 Q3	$24K	Hold	1,000	–	–	0.02%	292
2014 Q2	$26K	Hold	1,000	–	–	0.02%	269
2014 Q1	$26K	Sell	1,000 -1,000	-50%	-$24.4K	0.02%	248
2013 Q4	$49K	Sell	2,000 -575	-22%	-$14.7K	0.04%	171
2013 Q3	$65K	Buy	+2,575	New	+$61.9K	0.06%	142

Other funds holding EWA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

Focused Wealth Management's EWA Position: Q1 2023 in Review

Focused Wealth Management sold out of iShares MSCI Australia ETF (EWA) in Q1 2023, closing a stake of 147 shares — an estimated $3.27K sold.

Focused Wealth Management first reported a position in EWA in Q3 2013 and held it in 6 quarters. The position peaked at $65K in Q3 2013. 178 funds tracked by Wall St. Rank hold EWA as of Q1 2023.

Focused Wealth Management reported no remaining iShares MSCI Australia ETF position as of Q1 2023 after selling out during the quarter.
Focused Wealth Management sold 147 iShares MSCI Australia ETF shares in Q1 2023, an estimated $3.27K.
Focused Wealth Management first reported a position in iShares MSCI Australia ETF in Q3 2013 and held it in 6 quarters.
Focused Wealth Management's iShares MSCI Australia ETF position peaked at $65K in Q3 2013.
178 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2023.

Based on Focused Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.