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Mount Yale Investment Advisors’s iShares MSCI Australia ETF EWA Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-249
Closed -$6.55K – 959
2025
Q2 		$6.55K Buy
+249
New +$6.21K ﹤0.01% 1192

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Cadinha & Co Honolulu, Hawaii $675M AUM 30.64% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
AGDI
Absolute Gestao de Investimentos Sao Paulo, Brazil $994M AUM 54.06% 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

Mount Yale Investment Advisors's EWA Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares MSCI Australia ETF (EWA) in Q3 2025, closing a stake of 249 shares — an estimated $6.55K sold.

Mount Yale Investment Advisors first reported a position in EWA in Q2 2025 and held it in 1 quarter. The position peaked at $6.55K in Q2 2025. 181 funds tracked by Wall St. Rank hold EWA as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining iShares MSCI Australia ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 249 iShares MSCI Australia ETF shares in Q3 2025, an estimated $6.55K.
  • Mount Yale Investment Advisors first reported a position in iShares MSCI Australia ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's iShares MSCI Australia ETF position peaked at $6.55K in Q2 2025.
  • 181 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.