Itau Unibanco Holding S.A.’s iShares MSCI Australia ETF EWA Stock Holding History

Itau Unibanco Holding S.A.’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	$3.98M	Buy	+1,500	New	+$42.1K	0.09%	84
2025 Q2	–	Sell	-168,300	Closed	-$10.2M	–	399
2025 Q1	$10.2M	Buy	168,300 +164,300	+4,108%	+$3.99M	0.38%	46
2024 Q4	$51	Buy	+4,000	New	+$103K	﹤0.01%	368
2023 Q4	–	Sell	-5,500	Closed	-$565K	–	423
2023 Q3	$565K	Buy	5,500 +1,500	+38%	+$33.4K	0.03%	116
2023 Q2	$1.56M	Buy	+4,000	New	+$91.5K	0.07%	102
2021 Q4	–	Sell	-1,500	Closed	-$59K	–	433
2021 Q3	$59K	Sell	1,500 -2,200	-59%	-$56.8K	﹤0.01%	249
2021 Q2	$634K	Buy	+3,700	New	+$97.4K	0.03%	110
2021 Q1	–	Sell	-4,250	Closed	-$162K	–	167
2020 Q4	$162K	Buy	+4,250	New	+$94K	0.01%	143
2019 Q2	–	Sell	-2,750	Closed	-$7.39M	–	735
2019 Q1	$7.39M	Hold	2,750	–	–	0.33%	41
2018 Q4	$7.39M	Buy	+2,750	New	+$56.5K	0.33%	41
2018 Q2	–	Sell	-2,401	Closed	-$3.08B	–	771
2018 Q1	$3.08B	Buy	+2,401	New	+$55.4K	19.99%	3

Other funds holding EWA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

AGDI

Absolute Gestao de Investimentos Sao Paulo, Brazil $877M AUM 57.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Itau Unibanco Holding S.A.'s EWA Position: Q3 2023 in Review

Itau Unibanco Holding S.A. sold out of iShares MSCI Australia ETF (EWA) in Q3 2023, closing a stake of 4,786 shares — an estimated $107K sold.

Itau Unibanco Holding S.A. first reported a position in EWA in Q2 2020 and held it in 4 quarters. The position peaked at $721K in Q4 2022. 174 funds tracked by Wall St. Rank hold EWA as of Q3 2023.

Itau Unibanco Holding S.A. reported no remaining iShares MSCI Australia ETF position as of Q3 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 4,786 iShares MSCI Australia ETF shares in Q3 2023, an estimated $107K.
Itau Unibanco Holding S.A. first reported a position in iShares MSCI Australia ETF in Q2 2020 and held it in 4 quarters.
Itau Unibanco Holding S.A.'s iShares MSCI Australia ETF position peaked at $721K in Q4 2022.
174 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q3 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q3 2023, filed 14 Nov 2023.