Global Endowment Management’s iShares MSCI Australia ETF EWA Stock Holding History

Global Endowment 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
2026 Q1	$1.11M	Hold	40,000	–	–	0.12%	49
2025 Q4	$1.05M	Hold	40,000	–	–	0.13%	52
2025 Q3	$1.08M	Hold	40,000	–	–	0.14%	51
2025 Q2	$1.05M	Hold	40,000	–	–	0.14%	50
2025 Q1	$938K	Sell	40,000 -29,997	-43%	-$729K	0.12%	60
2024 Q4	$1.67M	Hold	69,997	–	–	0.21%	45
2024 Q3	$1.9M	Hold	69,997	–	–	0.19%	51
2024 Q2	$1.71M	Sell	69,997 -12,195	-15%	-$297K	0.18%	49
2024 Q1	$2.03M	Hold	82,192	–	–	0.21%	44
2023 Q4	$2M	Hold	82,192	–	–	0.22%	45
2023 Q3	$1.77M	Hold	82,192	–	–	0.19%	51
2023 Q2	$1.85M	Sell	82,192 -167,808	-67%	-$3.84M	0.22%	42
2023 Q1	$5.74M	Buy	250,000 +36,400	+17%	+$851K	0.61%	25
2022 Q4	$4.75M	Hold	213,600	–	–	0.53%	25
2022 Q3	$4.19M	Hold	213,600	–	–	0.42%	35
2022 Q2	$4.53M	Hold	213,600	–	–	0.4%	42
2022 Q1	$5.64M	Buy	213,600 +123,000	+136%	+$3M	0.4%	40
2021 Q4	$2.25M	Hold	90,600	–	–	0.16%	56
2021 Q3	$2.25M	Hold	90,600	–	–	0.15%	52
2021 Q2	$2.35M	Hold	90,600	–	–	0.13%	52
2021 Q1	$2.25M	Hold	90,600	–	–	0.14%	53
2020 Q4	$2.17M	Hold	90,600	–	–	0.14%	54
2020 Q3	$1.79M	Buy	+90,600	New	+$1.83M	0.14%	50

Other funds holding EWA

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

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

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

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

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

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

AGDI

Absolute Gestao de Investimentos Sao Paulo, Brazil $877M AUM 57.36% 1-Year Est. Return

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

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Global Endowment Management's EWA Position: Q1 2026 in Review

Global Endowment Management held its iShares MSCI Australia ETF (EWA) position steady in Q1 2026 at 40,000 shares worth $1.11M. The position accounts for 0.12% of the portfolio, ranked #49.

Global Endowment Management first reported a position in EWA in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.74M in Q1 2023. 180 funds tracked by Wall St. Rank hold EWA as of Q1 2026.

Global Endowment Management held 40,000 shares of iShares MSCI Australia ETF worth $1.11M as of Q1 2026.
Global Endowment Management left its iShares MSCI Australia ETF share count unchanged in Q1 2026.
iShares MSCI Australia ETF made up 0.12% of Global Endowment Management's portfolio in Q1 2026, its #49 holding.
Global Endowment Management first reported a position in iShares MSCI Australia ETF in Q3 2020 and has held it in 23 quarters since.
Global Endowment Management's iShares MSCI Australia ETF position peaked at $5.74M in Q1 2023.
180 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2026.

Based on Global Endowment Management's 13F filing for Q1 2026, filed 14 May 2026.