Independent Portfolio Consultants’s iShares MSCI Australia ETF EWA Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$170K	Sell	7,820 -27,050	-78%	-$594K	0.07%	320
2017 Q1	$788K	Sell	34,870 -18,450	-35%	-$402K	0.27%	122
2016 Q4	$1.08M	Sell	53,320 -7,870	-13%	-$162K	0.36%	75
2016 Q3	$1.28M	Sell	61,190 -45,685	-43%	-$933K	0.4%	59
2016 Q2	$2.08M	Sell	106,875 -2,450	-2%	-$47.8K	0.65%	22
2016 Q1	$2.11M	Buy	+109,325	New	+$1.97M	0.59%	25

Other funds holding EWA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Portfolio Consultants's EWA Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its iShares MSCI Australia ETF (EWA) stake by 78% in Q2 2017, selling an estimated $594K and leaving 7,820 shares worth $170K. The position accounts for 0.07% of the portfolio, ranked #320.

Independent Portfolio Consultants first reported a position in EWA in Q1 2016 and has held it in 6 quarters since. The position peaked at $2.11M in Q1 2016. 179 funds tracked by Wall St. Rank hold EWA as of Q2 2017.

Independent Portfolio Consultants held 7,820 shares of iShares MSCI Australia ETF worth $170K as of Q2 2017.
Independent Portfolio Consultants sold 27,050 iShares MSCI Australia ETF shares in Q2 2017, an estimated $594K.
iShares MSCI Australia ETF made up 0.07% of Independent Portfolio Consultants's portfolio in Q2 2017, its #320 holding.
Independent Portfolio Consultants first reported a position in iShares MSCI Australia ETF in Q1 2016 and has held it in 6 quarters since.
Independent Portfolio Consultants's iShares MSCI Australia ETF position peaked at $2.11M in Q1 2016.
179 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.