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

Mascoma 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
2017
Q4 		– Sell
-2
Closed – – 385
2017
Q3 		$0 Hold
2
– – ﹤0.01% 406
2017
Q2 		$0 Buy
+2
New +$44 ﹤0.01% 421

Other funds holding EWA

Fidelity Investments
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mascoma Wealth Management's EWA Position: Q4 2017 in Review

Mascoma Wealth Management sold out of iShares MSCI Australia ETF (EWA) in Q4 2017, closing a stake of 2 shares.

Mascoma Wealth Management first reported a position in EWA in Q2 2017 and held it in 2 quarters. The position peaked at $0 in Q3 2017. 190 funds tracked by Wall St. Rank hold EWA as of Q4 2017.

  • Mascoma Wealth Management reported no remaining iShares MSCI Australia ETF position as of Q4 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 2 iShares MSCI Australia ETF shares in Q4 2017.
  • Mascoma Wealth Management first reported a position in iShares MSCI Australia ETF in Q2 2017 and held it in 2 quarters.
  • Mascoma Wealth Management's iShares MSCI Australia ETF position peaked at $0 in Q3 2017.
  • 190 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q4 2017.

Based on Mascoma Wealth Management's 13F filing for Q4 2017, filed 5 Feb 2018.