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Heritage Wealth Management (Arizona)’s iShares MSCI Australia ETF EWA Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$11.1K Buy
500
+250
+100% +$5.44K ﹤0.01% 761
2022
Q3 		$5K Hold
250
– – ﹤0.01% 754
2022
Q2 		$5.3K Hold
250
– – ﹤0.01% 760
2022
Q1 		$7K Buy
+250
New +$6.1K ﹤0.01% 754

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EWA Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares MSCI Australia ETF (EWA) stake by 100% in Q4 2022, buying an estimated $5.44K and bringing the position to 500 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Heritage Wealth Management (Arizona) first reported a position in EWA in Q1 2022 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold EWA as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 500 shares of iShares MSCI Australia ETF worth $11.1K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 250 iShares MSCI Australia ETF shares in Q4 2022, an estimated $5.44K.
  • iShares MSCI Australia ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #761 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares MSCI Australia ETF in Q1 2022 and has held it in 4 quarters since.
  • 185 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.