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

Lenox 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 Q3	–	Sell	-8,143	Closed	-$184K	–	647
2018 Q2	$184K	Buy	8,143 +450	+6%	+$10.1K	0.06%	140
2018 Q1	$169K	Buy	7,693 +7,238	+1,591%	+$167K	0.05%	135
2017 Q4	$11K	Hold	455	–	–	﹤0.01%	373
2017 Q3	$10K	Hold	455	–	–	﹤0.01%	393
2017 Q2	$10K	Buy	+455	New	+$9.99K	﹤0.01%	371

Other funds holding EWA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Lenox Wealth Management's EWA Position: Q3 2018 in Review

Lenox Wealth Management sold out of iShares MSCI Australia ETF (EWA) in Q3 2018, closing a stake of 8,143 shares — an estimated $184K sold.

Lenox Wealth Management first reported a position in EWA in Q2 2017 and held it in 5 quarters. The position peaked at $184K in Q2 2018. 178 funds tracked by Wall St. Rank hold EWA as of Q3 2018.

Lenox Wealth Management reported no remaining iShares MSCI Australia ETF position as of Q3 2018 after selling out during the quarter.
Lenox Wealth Management sold 8,143 iShares MSCI Australia ETF shares in Q3 2018, an estimated $184K.
Lenox Wealth Management first reported a position in iShares MSCI Australia ETF in Q2 2017 and held it in 5 quarters.
Lenox Wealth Management's iShares MSCI Australia ETF position peaked at $184K in Q2 2018.
178 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q3 2018.

Based on Lenox Wealth Management's 13F filing for Q3 2018, filed 23 Oct 2018.