FWM
EWA icon

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
2020
Q2 		– Sell
-14,000
Closed -$9K – 771
2020
Q1 		$9K Buy
+14,000
New +$287K ﹤0.01% 467

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
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.