Marotta Asset Management’s iShares MSCI Australia ETF EWA Stock Holding History

Marotta Asset 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
2021 Q1	–	Sell	-8,791	Closed	-$211K	–	95
2020 Q4	$211K	Sell	8,791 -4,231	-32%	-$93.6K	0.06%	81
2020 Q3	$257K	Sell	13,022 -6,386	-33%	-$129K	0.08%	72
2020 Q2	$374K	Sell	19,408 -21,448	-52%	-$378K	0.12%	60
2020 Q1	$613K	Sell	40,856 -57,010	-58%	-$1.17M	0.24%	43
2019 Q4	$2.18M	Buy	+97,866	New	+$2.2M	0.67%	36

Other funds holding EWA

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

Marotta Asset Management's EWA Position: Q1 2021 in Review

Marotta Asset Management sold out of iShares MSCI Australia ETF (EWA) in Q1 2021, closing a stake of 8,791 shares — an estimated $211K sold.

Marotta Asset Management first reported a position in EWA in Q4 2019 and held it in 5 quarters. The position peaked at $2.18M in Q4 2019. 179 funds tracked by Wall St. Rank hold EWA as of Q1 2021.

Marotta Asset Management reported no remaining iShares MSCI Australia ETF position as of Q1 2021 after selling out during the quarter.
Marotta Asset Management sold 8,791 iShares MSCI Australia ETF shares in Q1 2021, an estimated $211K.
Marotta Asset Management first reported a position in iShares MSCI Australia ETF in Q4 2019 and held it in 5 quarters.
Marotta Asset Management's iShares MSCI Australia ETF position peaked at $2.18M in Q4 2019.
179 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2021.

Based on Marotta Asset Management's 13F filing for Q1 2021, filed 9 Apr 2021.