Next Financial Group’s iShares MSCI Australia ETF EWA Stock Holding History

Next Financial Group’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
2020 Q1	–	Sell	-250	Closed	-$6K	–	2198
2019 Q4	$6K	Hold	250	–	–	﹤0.01%	1912
2019 Q3	$6K	Hold	250	–	–	﹤0.01%	1857
2019 Q2	$6K	Hold	250	–	–	﹤0.01%	1825
2019 Q1	$5K	Sell	250 -200	-44%	-$4.17K	﹤0.01%	1246
2018 Q4	$9K	Buy	450 +200	+80%	+$4.11K	﹤0.01%	1368
2018 Q3	$6K	Buy	+250	New	+$5.63K	﹤0.01%	1123
2017 Q4	–	Sell	-250	Closed	-$6K	–	592
2017 Q3	$6K	Hold	250	–	–	﹤0.01%	1366
2017 Q2	$5K	Hold	250	–	–	﹤0.01%	1536
2017 Q1	$6K	Sell	250 -626	-71%	-$13.7K	﹤0.01%	1447
2016 Q4	$18K	Hold	876	–	–	﹤0.01%	1411
2016 Q3	$18K	Buy	+876	New	+$17.9K	﹤0.01%	1413
2014 Q4	–	Sell	-1,635	Closed	-$39K	–	2015
2014 Q3	$39K	Buy	1,635 +660	+68%	+$17.4K	0.01%	1068
2014 Q2	$25K	Buy	+975	New	+$25.8K	0.01%	525

Other funds holding EWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

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

Next Financial Group's EWA Position: Q1 2020 in Review

Next Financial Group sold out of iShares MSCI Australia ETF (EWA) in Q1 2020, closing a stake of 250 shares — an estimated $6K sold.

Next Financial Group first reported a position in EWA in Q2 2014 and held it in 13 quarters. The position peaked at $39K in Q3 2014. 143 funds tracked by Wall St. Rank hold EWA as of Q1 2020.

Next Financial Group reported no remaining iShares MSCI Australia ETF position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 250 iShares MSCI Australia ETF shares in Q1 2020, an estimated $6K.
Next Financial Group first reported a position in iShares MSCI Australia ETF in Q2 2014 and held it in 13 quarters.
Next Financial Group's iShares MSCI Australia ETF position peaked at $39K in Q3 2014.
143 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.