IWC
EWA icon

Integrated Wealth Concepts’s iShares MSCI Australia ETF EWA Stock Holding History

Integrated Wealth Concepts’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
2026
Q2 		– Sell
-56,193
Closed -$1.56M – 2452
2026
Q1 		$1.56M Buy
+56,193
New +$1.58M 0.01% 873
2025
Q3 		– Sell
-28,942
Closed -$762K – 2003
2025
Q2 		$762K Buy
+28,942
New +$721K 0.01% 1056
2025
Q1 		– Sell
-45,072
Closed -$1.08M – 1772
2024
Q4 		$1.08M Buy
45,072
+4,989
+12% +$128K 0.01% 778
2024
Q3 		$1.09M Sell
40,083
-1,846
-4% -$46.7K 0.01% 765
2024
Q2 		$1.02M Sell
41,929
-35,533
-46% -$865K 0.01% 749
2024
Q1 		$1.91M Buy
77,462
+32,063
+71% +$765K 0.03% 532
2023
Q4 		$1.11M Buy
45,399
+24,086
+113% +$534K 0.02% 690
2023
Q3 		$458K Buy
21,313
+1,557
+8% +$34.7K 0.01% 1017
2023
Q2 		$446K Sell
19,756
-8,846
-31% -$202K 0.01% 1037
2023
Q1 		$656K Buy
28,602
+15,010
+110% +$351K 0.01% 767
2022
Q4 		$302K Buy
+13,592
New +$296K 0.01% 822
2021
Q3 		– Sell
-27,207
Closed -$707K – 950
2021
Q2 		$707K Buy
+27,207
New +$717K 0.03% 450
2021
Q1 		– Sell
-31,105
Closed -$745K – 742
2020
Q4 		$745K Buy
+31,105
New +$688K 0.04% 308
2020
Q1 		– Sell
-22,403
Closed -$507K – 431
2019
Q4 		$507K Buy
22,403
+12,079
+117% +$272K 0.04% 269
2019
Q3 		$230K Sell
10,324
-494
-5% -$10.9K 0.03% 376
2019
Q2 		$240K Buy
+10,818
New +$237K 0.03% 319

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Integrated Wealth Concepts's EWA Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of iShares MSCI Australia ETF (EWA) in Q2 2026, closing a stake of 56,193 shares — an estimated $1.56M sold.

Integrated Wealth Concepts first reported a position in EWA in Q2 2019 and held it in 16 quarters. The position peaked at $1.91M in Q1 2024. 186 funds tracked by Wall St. Rank hold EWA as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining iShares MSCI Australia ETF position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 56,193 iShares MSCI Australia ETF shares in Q2 2026, an estimated $1.56M.
  • Integrated Wealth Concepts first reported a position in iShares MSCI Australia ETF in Q2 2019 and held it in 16 quarters.
  • Integrated Wealth Concepts's iShares MSCI Australia ETF position peaked at $1.91M in Q1 2024.
  • 186 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.