Kingswood Wealth Advisors’s iShares MSCI Australia ETF EWA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
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% | +$20.9K | 0.02% | 640 |
|
2024
Q3 | $285K | Buy |
+10,500
| New | +$285K | 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 | +$256K | 0.03% | 517 |
|
2023
Q3 | – | Sell |
-10,500
| Closed | -$237K | – | 448 |
|
2023
Q2 | $237K | Buy |
+10,500
| New | +$237K | 0.08% | 226 |
|