Gradient Investments’s iShares MSCI Australia ETF EWA Stock Holding History

Gradient Investments’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
2018 Q1	–	Sell	-116	Closed	-$3K	–	1056
2017 Q4	$3K	Buy	+116	New	+$2.65K	﹤0.01%	753
2017 Q3	–	Sell	-34,690	Closed	-$752K	–	378
2017 Q2	$752K	Buy	34,690 +22,888	+194%	+$503K	0.05%	123
2017 Q1	$267K	Buy	11,802 +11,726	+15,429%	+$256K	0.02%	193
2016 Q4	$2K	Buy	+76	New	+$1.56K	﹤0.01%	617

Other funds holding EWA

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

1CP

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

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

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

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

Gradient Investments's EWA Position: Q1 2018 in Review

Gradient Investments sold out of iShares MSCI Australia ETF (EWA) in Q1 2018, closing a stake of 116 shares — an estimated $3K sold.

Gradient Investments first reported a position in EWA in Q4 2016 and held it in 4 quarters. The position peaked at $752K in Q2 2017. 187 funds tracked by Wall St. Rank hold EWA as of Q1 2018.

Gradient Investments reported no remaining iShares MSCI Australia ETF position as of Q1 2018 after selling out during the quarter.
Gradient Investments sold 116 iShares MSCI Australia ETF shares in Q1 2018, an estimated $3K.
Gradient Investments first reported a position in iShares MSCI Australia ETF in Q4 2016 and held it in 4 quarters.
Gradient Investments's iShares MSCI Australia ETF position peaked at $752K in Q2 2017.
187 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2018.

Based on Gradient Investments's 13F filing for Q1 2018, filed 11 Apr 2018.