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Kiley Juergens Wealth Management’s iShares MSCI Australia ETF EWA Stock Holding History

Kiley Juergens Wealth 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
2018
Q4 		– Sell
-6,402
Closed -$141K – 230
2018
Q3 		$141K Hold
6,402
– – 0.11% 126
2018
Q2 		$144K Buy
+6,402
New +$144K 0.13% 105
2018
Q1 		– Sell
-6,281
Closed -$145K – 248
2017
Q4 		$145K Buy
+6,281
New +$143K 0.13% 97

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

Kiley Juergens Wealth Management's EWA Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of iShares MSCI Australia ETF (EWA) in Q4 2018, closing a stake of 6,402 shares — an estimated $141K sold.

Kiley Juergens Wealth Management first reported a position in EWA in Q4 2017 and held it in 3 quarters. The position peaked at $145K in Q4 2017. 170 funds tracked by Wall St. Rank hold EWA as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining iShares MSCI Australia ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 6,402 iShares MSCI Australia ETF shares in Q4 2018, an estimated $141K.
  • Kiley Juergens Wealth Management first reported a position in iShares MSCI Australia ETF in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's iShares MSCI Australia ETF position peaked at $145K in Q4 2017.
  • 170 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.