IFWM
EWA icon

Institute for Wealth Management’s iShares MSCI Australia ETF EWA Stock Holding History

Institute for 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
Q1 		– Sell
-2,516
Closed -$57K – 460
2019
Q4 		$57K Buy
+2,516
New +$56.6K 0.01% 510

Other funds holding EWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

Institute for Wealth Management's EWA Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares MSCI Australia ETF (EWA) in Q1 2020, closing a stake of 2,516 shares — an estimated $57K sold.

Institute for Wealth Management first reported a position in EWA in Q4 2019 and held it in 1 quarter. The position peaked at $57K in Q4 2019. 144 funds tracked by Wall St. Rank hold EWA as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares MSCI Australia ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 2,516 iShares MSCI Australia ETF shares in Q1 2020, an estimated $57K.
  • Institute for Wealth Management first reported a position in iShares MSCI Australia ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares MSCI Australia ETF position peaked at $57K in Q4 2019.
  • 144 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.