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James Investment Research’s iShares MSCI Australia ETF EWA Stock Holding History

James Investment Research’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
2021
Q3 		– Sell
-8,503
Closed -$221K – 500
2021
Q2 		$221K Buy
8,503
+2,146
+34% +$56.5K 0.02% 280
2021
Q1 		$158K Sell
6,357
-3,118
-33% -$77.6K 0.01% 296
2020
Q4 		$227K Buy
9,475
+7,350
+346% +$163K 0.02% 253
2020
Q3 		$42K Sell
2,125
-686
-24% -$13.9K ﹤0.01% 354
2020
Q2 		$54K Sell
2,811
-1,764
-39% -$31.1K 0.01% 320
2020
Q1 		$71K Sell
4,575
-190
-4% -$3.89K 0.01% 281
2019
Q4 		$108K Sell
4,765
-800
-14% -$18K 0.01% 323
2019
Q3 		$124K Hold
5,565
– – 0.01% 341
2019
Q2 		$125K Sell
5,565
-1,200
-18% -$26.3K 0.01% 416
2019
Q1 		$146K Sell
6,765
-1,000
-13% -$20.8K 0.01% 539
2018
Q4 		$149K Hold
7,765
– – 0.01% 558
2018
Q3 		$172K Sell
7,765
-300
-4% -$6.75K 0.01% 586
2018
Q2 		$182K Sell
8,065
-1,500
-16% -$33.8K 0.01% 584
2018
Q1 		$211K Sell
9,565
-7,550
-44% -$174K 0.01% 565
2017
Q4 		$397K Sell
17,115
-7,700
-31% -$176K 0.01% 530
2017
Q3 		$557K Sell
24,815
-14,600
-37% -$328K 0.02% 485
2017
Q2 		$855K Sell
39,415
-3,730
-9% -$81.9K 0.03% 425
2017
Q1 		$976K Buy
43,145
+11,115
+35% +$242K 0.03% 305
2016
Q4 		$648K Buy
+32,030
New +$659K 0.02% 282
2014
Q1 		– Sell
-350
Closed -$9K – 522
2013
Q4 		$9K Hold
350
– – ﹤0.01% 494
2013
Q3 		$9K Hold
350
– – ﹤0.01% 494
2013
Q2 		$8K Buy
+350
New +$9.03K ﹤0.01% 490

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

James Investment Research's EWA Position: Q3 2021 in Review

James Investment Research sold out of iShares MSCI Australia ETF (EWA) in Q3 2021, closing a stake of 8,503 shares — an estimated $221K sold.

James Investment Research first reported a position in EWA in Q2 2013 and held it in 22 quarters. The position peaked at $976K in Q1 2017. 150 funds tracked by Wall St. Rank hold EWA as of Q3 2021.

  • James Investment Research reported no remaining iShares MSCI Australia ETF position as of Q3 2021 after selling out during the quarter.
  • James Investment Research sold 8,503 iShares MSCI Australia ETF shares in Q3 2021, an estimated $221K.
  • James Investment Research first reported a position in iShares MSCI Australia ETF in Q2 2013 and held it in 22 quarters.
  • James Investment Research's iShares MSCI Australia ETF position peaked at $976K in Q1 2017.
  • 150 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q3 2021.

Based on James Investment Research's 13F filing for Q3 2021, filed 22 Oct 2021.