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

Modera 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
2026 Q2	$242K	Buy	8,610 +120	+1%	+$3.48K	﹤0.01%	592
2026 Q1	$236K	Hold	8,490	–	–	﹤0.01%	583
2025 Q4	$222K	Buy	8,490 +102	+1%	+$2.7K	﹤0.01%	601
2025 Q3	$226K	Buy	8,388 +40	+0.5%	+$1.07K	﹤0.01%	607
2025 Q2	$220K	Buy	+8,348	New	+$208K	﹤0.01%	606
2024 Q4	–	Sell	-8,079	Closed	-$219K	–	623
2024 Q3	$219K	Buy	+8,079	New	+$204K	﹤0.01%	567

Other funds holding EWA

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

PJC

Phillip James Consulting Plymouth, Minnesota $150M AUM

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BAM

BOCHK Asset Management Hong Kong $634M AUM 64.99% 1-Year Est. Return

Modera Wealth Management's EWA Position: Q2 2026 in Review

Modera Wealth Management increased its iShares MSCI Australia ETF (EWA) stake by 1.4% in Q2 2026, buying an estimated $3.48K and bringing the position to 8,610 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Modera Wealth Management first reported a position in EWA in Q3 2024 and has held it in 6 quarters since. 94 funds tracked by Wall St. Rank hold EWA as of Q2 2026.

Modera Wealth Management held 8,610 shares of iShares MSCI Australia ETF worth $242K as of Q2 2026.
Modera Wealth Management bought 120 iShares MSCI Australia ETF shares in Q2 2026, an estimated $3.48K.
iShares MSCI Australia ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #592 holding.
Modera Wealth Management first reported a position in iShares MSCI Australia ETF in Q3 2024 and has held it in 6 quarters since.
94 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.