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Foundations Investment Advisors’s iShares MSCI Australia ETF EWA Stock Holding History

Foundations Investment 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
2024
Q3 		– Sell
-37,485
Closed -$916K – 824
2024
Q2 		$916K Sell
37,485
-6,579
-15% -$160K 0.02% 350
2024
Q1 		$1.09M Buy
+44,064
New +$1.05M 0.03% 312
2023
Q4 		– Sell
-14,247
Closed -$306K – 682
2023
Q3 		$306K Buy
+14,247
New +$317K 0.01% 505

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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Foundations Investment Advisors's EWA Position: Q3 2024 in Review

Foundations Investment Advisors sold out of iShares MSCI Australia ETF (EWA) in Q3 2024, closing a stake of 37,485 shares — an estimated $916K sold.

Foundations Investment Advisors first reported a position in EWA in Q3 2023 and held it in 3 quarters. The position peaked at $1.09M in Q1 2024. 165 funds tracked by Wall St. Rank hold EWA as of Q3 2024.

  • Foundations Investment Advisors reported no remaining iShares MSCI Australia ETF position as of Q3 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 37,485 iShares MSCI Australia ETF shares in Q3 2024, an estimated $916K.
  • Foundations Investment Advisors first reported a position in iShares MSCI Australia ETF in Q3 2023 and held it in 3 quarters.
  • Foundations Investment Advisors's iShares MSCI Australia ETF position peaked at $1.09M in Q1 2024.
  • 165 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q3 2024.

Based on Foundations Investment Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.