Institutional & Family Asset Management’s iShares MSCI Australia ETF EWA Stock Holding History

Institutional & Family Asset 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
2024 Q2	$9.77K	Hold	400	–	–	﹤0.01%	421
2024 Q1	$9.86K	Hold	400	–	–	﹤0.01%	413
2023 Q4	$9.74K	Hold	400	–	–	﹤0.01%	396
2023 Q3	$8.6K	Hold	400	–	–	﹤0.01%	398
2023 Q2	$9.02K	Hold	400	–	–	﹤0.01%	400
2023 Q1	$9.18K	Hold	400	–	–	﹤0.01%	390
2022 Q4	$8.89K	Hold	400	–	–	﹤0.01%	389
2022 Q3	$8K	Hold	400	–	–	﹤0.01%	407
2022 Q2	$8K	Hold	400	–	–	﹤0.01%	418
2022 Q1	$11K	Hold	400	–	–	﹤0.01%	426
2021 Q4	$10K	Hold	400	–	–	﹤0.01%	443
2021 Q3	$10K	Hold	400	–	–	﹤0.01%	543
2021 Q2	$10K	Hold	400	–	–	﹤0.01%	589
2021 Q1	$10K	Hold	400	–	–	﹤0.01%	564
2020 Q4	$10K	Hold	400	–	–	﹤0.01%	532
2020 Q3	$8K	Hold	400	–	–	﹤0.01%	517
2020 Q2	$8K	Hold	400	–	–	﹤0.01%	513
2020 Q1	$6K	Hold	400	–	–	﹤0.01%	521
2019 Q4	$9K	Hold	400	–	–	﹤0.01%	518
2019 Q3	$9K	Hold	400	–	–	﹤0.01%	489
2019 Q2	$9K	Hold	400	–	–	﹤0.01%	506
2019 Q1	$9K	Hold	400	–	–	﹤0.01%	517
2018 Q4	$8K	Hold	400	–	–	﹤0.01%	510
2018 Q3	$9K	Hold	400	–	–	﹤0.01%	540
2018 Q2	$9K	Hold	400	–	–	﹤0.01%	543
2018 Q1	$9K	Buy	+400	New	+$9.23K	﹤0.01%	524

Other funds holding EWA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Institutional & Family Asset Management's EWA Position: Q2 2024 in Review

Institutional & Family Asset Management held its iShares MSCI Australia ETF (EWA) position steady in Q2 2024 at 400 shares worth $9.77K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Institutional & Family Asset Management first reported a position in EWA in Q1 2018 and has held it in 26 quarters since. The position peaked at $11K in Q1 2022. 161 funds tracked by Wall St. Rank hold EWA as of Q2 2024.

Institutional & Family Asset Management held 400 shares of iShares MSCI Australia ETF worth $9.77K as of Q2 2024.
Institutional & Family Asset Management left its iShares MSCI Australia ETF share count unchanged in Q2 2024.
iShares MSCI Australia ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #421 holding.
Institutional & Family Asset Management first reported a position in iShares MSCI Australia ETF in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's iShares MSCI Australia ETF position peaked at $11K in Q1 2022.
161 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.