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

Marietta Investment 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
2017
Q1 		– Sell
-10,244
Closed -$207K – 138
2016
Q4 		$207K Sell
10,244
-23,966
-70% -$493K 0.07% 130
2016
Q3 		$715K Hold
34,210
– – 0.23% 81
2016
Q2 		$665K Sell
34,210
-63,208
-65% -$1.23M 0.24% 78
2016
Q1 		$1.88M Buy
+97,418
New +$1.75M 0.78% 37

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Marietta Investment Partners's EWA Position: Q1 2017 in Review

Marietta Investment Partners sold out of iShares MSCI Australia ETF (EWA) in Q1 2017, closing a stake of 10,244 shares — an estimated $207K sold.

Marietta Investment Partners first reported a position in EWA in Q1 2016 and held it in 4 quarters. The position peaked at $1.88M in Q1 2016. 187 funds tracked by Wall St. Rank hold EWA as of Q1 2017.

  • Marietta Investment Partners reported no remaining iShares MSCI Australia ETF position as of Q1 2017 after selling out during the quarter.
  • Marietta Investment Partners sold 10,244 iShares MSCI Australia ETF shares in Q1 2017, an estimated $207K.
  • Marietta Investment Partners first reported a position in iShares MSCI Australia ETF in Q1 2016 and held it in 4 quarters.
  • Marietta Investment Partners's iShares MSCI Australia ETF position peaked at $1.88M in Q1 2016.
  • 187 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2017.

Based on Marietta Investment Partners's 13F filing for Q1 2017, filed 11 May 2017.