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

Golden State 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	-150	Closed	-$2K	–	405
2020 Q1	$2K	Buy	+150	New	+$3.07K	﹤0.01%	854
2019 Q4	–	Sell	-150	Closed	-$3K	–	318
2019 Q3	$3K	Hold	150	–	–	﹤0.01%	918
2019 Q2	$3K	Hold	150	–	–	﹤0.01%	933
2019 Q1	$3K	Buy	+150	New	+$3.13K	﹤0.01%	974

Other funds holding EWA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

1CP

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

Golden State Wealth Management's EWA Position: Q2 2020 in Review

Golden State Wealth Management sold out of iShares MSCI Australia ETF (EWA) in Q2 2020, closing a stake of 150 shares — an estimated $2K sold.

Golden State Wealth Management first reported a position in EWA in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q3 2019. 137 funds tracked by Wall St. Rank hold EWA as of Q2 2020.

Golden State Wealth Management reported no remaining iShares MSCI Australia ETF position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 150 iShares MSCI Australia ETF shares in Q2 2020, an estimated $2K.
Golden State Wealth Management first reported a position in iShares MSCI Australia ETF in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's iShares MSCI Australia ETF position peaked at $3K in Q3 2019.
137 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.