Kovitz Investment Group Partners’s iShares MSCI Australia ETF EWA Stock Holding History

Kovitz Investment Group Partners’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
2024 Q1	–	Sell	-47,986	Closed	-$1.17M	–	663
2023 Q4	$1.17M	Sell	47,986 -547	-1%	-$12.1K	0.02%	277
2023 Q3	$1.04M	Sell	48,533 -1,722	-3%	-$38.3K	0.02%	277
2023 Q2	$1.13M	Sell	50,255 -602	-1%	-$13.8K	0.02%	283
2023 Q1	$1.17M	Sell	50,857 -3,994	-7%	-$93.4K	0.02%	273
2022 Q4	$1.22M	Buy	+54,851	New	+$1.19M	0.02%	257

Other funds holding EWA

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Kovitz Investment Group Partners's EWA Position: Q1 2024 in Review

Kovitz Investment Group Partners sold out of iShares MSCI Australia ETF (EWA) in Q1 2024, closing a stake of 47,986 shares — an estimated $1.17M sold.

Kovitz Investment Group Partners first reported a position in EWA in Q4 2022 and held it in 5 quarters. The position peaked at $1.22M in Q4 2022. 181 funds tracked by Wall St. Rank hold EWA as of Q1 2024.

Kovitz Investment Group Partners reported no remaining iShares MSCI Australia ETF position as of Q1 2024 after selling out during the quarter.
Kovitz Investment Group Partners sold 47,986 iShares MSCI Australia ETF shares in Q1 2024, an estimated $1.17M.
Kovitz Investment Group Partners first reported a position in iShares MSCI Australia ETF in Q4 2022 and held it in 5 quarters.
Kovitz Investment Group Partners's iShares MSCI Australia ETF position peaked at $1.22M in Q4 2022.
181 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2024, filed 14 May 2024.