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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
AGDI
Absolute Gestao de Investimentos Sao Paulo, Brazil $877M AUM 57.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Integrated Wealth Concepts's EWA Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in iShares MSCI Australia ETF (EWA) in Q1 2026: 56,193 shares worth $1.56M. The stake represents 0.01% of the portfolio and ranks #873 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in EWA as recently as Q2 2025.

Integrated Wealth Concepts first reported a position in EWA in Q2 2019 and has held it in 16 quarters since. The position peaked at $1.91M in Q1 2024. 180 funds tracked by Wall St. Rank hold EWA as of Q1 2026.

  • Integrated Wealth Concepts held 56,193 shares of iShares MSCI Australia ETF worth $1.56M as of Q1 2026.
  • iShares MSCI Australia ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • iShares MSCI Australia ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #873 holding.
  • Integrated Wealth Concepts first reported a position in iShares MSCI Australia ETF in Q2 2019 and has held it in 16 quarters since.
  • Integrated Wealth Concepts's iShares MSCI Australia ETF position peaked at $1.91M in Q1 2024.
  • 180 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.