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Marotta Asset Management’s iShares MSCI Austria ETF EWO Stock Holding History

Marotta Asset Management’s Portfolio EWO Stock Details EWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11M Sell
264,424
-7,651
-3% -$305K 1.84% 22
2026
Q1 		$9.8M Sell
272,075
-16,971
-6% -$623K 1.81% 23
2025
Q4 		$10.3M Sell
289,046
-7,651
-3% -$248K 1.9% 18
2025
Q3 		$9.33M Sell
296,697
-5,826
-2% -$178K 1.76% 20
2025
Q2 		$8.89M Sell
302,523
-58,275
-16% -$1.59M 1.78% 18
2025
Q1 		$8.24M Buy
360,798
+3,828
+1% +$90K 1.62% 21
2024
Q4 		$7.38M Sell
356,970
-3,828
-1% -$82.2K 1.54% 22
2024
Q3 		$8.24M Sell
360,798
-1,085
-0.3% -$24.4K 1.62% 21
2024
Q2 		$8.02M Sell
361,883
-7,380
-2% -$166K 1.66% 21
2024
Q1 		$8.02M Buy
369,263
+8,629
+2% +$182K 1.66% 21
2023
Q4 		$7.79M Sell
360,634
-14,857
-4% -$303K 1.67% 21
2023
Q3 		$7.38M Buy
375,491
+15,523
+4% +$316K 1.71% 19
2023
Q2 		$7.31M Buy
+359,968
New +$7.36M 1.63% 19
2022
Q4 		$6.12M Sell
321,854
-1,763
-0.5% -$32K 1.47% 23
2022
Q3 		$5.02M Buy
323,617
+85,780
+36% +$1.51M 1.31% 24
2022
Q2 		$4.29M Buy
237,837
+169,887
+250% +$3.45M 1.06% 31
2022
Q1 		$1.47M Buy
+67,950
New +$1.62M 0.34% 41

Other funds holding EWO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Marotta Asset Management's EWO Position: Q2 2026 in Review

Marotta Asset Management reduced its iShares MSCI Austria ETF (EWO) stake by 2.8% in Q2 2026, selling an estimated $305K and leaving 264,424 shares worth $11M. The position accounts for 1.84% of the portfolio, ranked #22.

Marotta Asset Management first reported a position in EWO in Q1 2022 and has held it in 17 quarters since. 6 funds tracked by Wall St. Rank hold EWO as of Q2 2026.

  • Marotta Asset Management held 264,424 shares of iShares MSCI Austria ETF worth $11M as of Q2 2026.
  • Marotta Asset Management sold 7,651 iShares MSCI Austria ETF shares in Q2 2026, an estimated $305K.
  • iShares MSCI Austria ETF made up 1.84% of Marotta Asset Management's portfolio in Q2 2026, its #22 holding.
  • Marotta Asset Management first reported a position in iShares MSCI Austria ETF in Q1 2022 and has held it in 17 quarters since.
  • 6 funds tracked by Wall St. Rank held iShares MSCI Austria ETF as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.