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

Marks Group 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
2022
Q3 		– Sell
-15,311
Closed -$325K – 272
2022
Q2 		$325K Sell
15,311
-14,204
-48% -$343K 0.05% 242
2022
Q1 		$780K Sell
29,515
-16,179
-35% -$395K 0.1% 194
2021
Q4 		$1.14M Sell
45,694
-81,277
-64% -$2.07M 0.14% 159
2021
Q3 		$3.15M Sell
126,971
-44,444
-26% -$1.15M 0.43% 85
2021
Q2 		$4.46M Sell
171,415
-6,100
-3% -$161K 0.61% 75
2021
Q1 		$4.39M Buy
177,515
+1,729
+1% +$43K 0.65% 73
2020
Q4 		$4.21M Sell
175,786
-2,037
-1% -$45K 0.66% 69
2020
Q3 		$3.51M Sell
177,823
-2,024
-1% -$41K 0.63% 70
2020
Q2 		$3.47M Buy
179,847
+2,004
+1% +$35.3K 0.71% 66
2020
Q1 		$2.78M Buy
177,843
+126
+0.1% +$2.58K 0.72% 68
2019
Q4 		$4.02M Buy
+177,717
New +$4M 0.79% 57

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marks Group Wealth Management's EWA Position: Q3 2022 in Review

Marks Group Wealth Management sold out of iShares MSCI Australia ETF (EWA) in Q3 2022, closing a stake of 15,311 shares — an estimated $325K sold.

Marks Group Wealth Management first reported a position in EWA in Q4 2019 and held it in 11 quarters. The position peaked at $4.46M in Q2 2021. 183 funds tracked by Wall St. Rank hold EWA as of Q3 2022.

  • Marks Group Wealth Management reported no remaining iShares MSCI Australia ETF position as of Q3 2022 after selling out during the quarter.
  • Marks Group Wealth Management sold 15,311 iShares MSCI Australia ETF shares in Q3 2022, an estimated $325K.
  • Marks Group Wealth Management first reported a position in iShares MSCI Australia ETF in Q4 2019 and held it in 11 quarters.
  • Marks Group Wealth Management's iShares MSCI Australia ETF position peaked at $4.46M in Q2 2021.
  • 183 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q3 2022.

Based on Marks Group Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.