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Legacy Financial Advisors’s iShares MSCI Australia ETF EWA Stock Holding History

Legacy Financial 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
2019
Q1 		– Sell
-11,695
Closed -$225K – 1080
2018
Q4 		$225K Buy
+11,695
New +$240K 0.09% 95

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

Legacy Financial Advisors's EWA Position: Q1 2019 in Review

Legacy Financial Advisors sold out of iShares MSCI Australia ETF (EWA) in Q1 2019, closing a stake of 11,695 shares — an estimated $225K sold.

Legacy Financial Advisors first reported a position in EWA in Q4 2018 and held it in 1 quarter. The position peaked at $225K in Q4 2018. 168 funds tracked by Wall St. Rank hold EWA as of Q1 2019.

  • Legacy Financial Advisors reported no remaining iShares MSCI Australia ETF position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 11,695 iShares MSCI Australia ETF shares in Q1 2019, an estimated $225K.
  • Legacy Financial Advisors first reported a position in iShares MSCI Australia ETF in Q4 2018 and held it in 1 quarter.
  • Legacy Financial Advisors's iShares MSCI Australia ETF position peaked at $225K in Q4 2018.
  • 168 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.