KWA
EWA icon

Kingswood Wealth Advisors’s iShares MSCI Australia ETF EWA Stock Holding History

Kingswood Wealth Advisors’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
2025
Q3 		– Sell
-11,375
Closed -$299K – 808
2025
Q2 		$299K Hold
11,375
– – 0.02% 571
2025
Q1 		$267K Hold
11,375
– – 0.02% 589
2024
Q4 		$271K Buy
11,375
+875
+8% +$22.5K 0.02% 640
2024
Q3 		$285K Buy
+10,500
New +$266K 0.02% 584
2024
Q2 		– Sell
-10,500
Closed -$259K – 675
2024
Q1 		$259K Hold
10,500
– – 0.03% 527
2023
Q4 		$256K Buy
+10,500
New +$233K 0.03% 517
2023
Q3 		– Sell
-10,500
Closed -$237K – 448
2023
Q2 		$237K Buy
+10,500
New +$240K 0.08% 226

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Cadinha & Co Honolulu, Hawaii $537M AUM 33.07% 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
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return