Next Financial Group’s iShares MSCI Austria ETF EWO Stock Holding History

Next Financial Group’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
2021 Q1	–	Sell	-244	Closed	-$5K	–	2553
2020 Q4	$5K	Hold	244	–	–	﹤0.01%	1977
2020 Q3	$4K	Buy	+244	New	+$3.76K	﹤0.01%	1902
2020 Q2	–	Sell	-244	Closed	-$3K	–	991
2020 Q1	$3K	Hold	244	–	–	﹤0.01%	1825
2019 Q4	$5K	Hold	244	–	–	﹤0.01%	1959
2019 Q3	$5K	Hold	244	–	–	﹤0.01%	1902
2019 Q2	$5K	Hold	244	–	–	﹤0.01%	1879
2019 Q1	$5K	Sell	244 -234	-49%	-$4.63K	﹤0.01%	1248
2018 Q4	$9K	Buy	+478	New	+$9.9K	﹤0.01%	1369
2017 Q3	–	Sell	-107	Closed	-$2K	–	1803
2017 Q2	$2K	Hold	107	–	–	﹤0.01%	1721
2017 Q1	$2K	Hold	107	–	–	﹤0.01%	1686
2016 Q4	$2K	Hold	107	–	–	﹤0.01%	2152
2016 Q3	$2K	Hold	107	–	–	﹤0.01%	2144
2016 Q2	$1K	Hold	107	–	–	﹤0.01%	1655
2016 Q1	$1K	Hold	107	–	–	﹤0.01%	1622
2015 Q4	$1K	Hold	107	–	–	﹤0.01%	1674
2015 Q3	$1K	Sell	107 -5,644	-98%	-$89K	﹤0.01%	1702
2015 Q2	$91K	Buy	+5,751	New	+$96.5K	0.03%	494
2014 Q4	–	Sell	-107	Closed	-$2K	–	2020
2014 Q3	$2K	Hold	107	–	–	﹤0.01%	2300
2014 Q2	$2K	Buy	+107	New	+$2.14K	﹤0.01%	1059

Other funds holding EWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

ZIM

Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return

AGA

Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return

MRC

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

CCA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Next Financial Group's EWO Position: Q1 2021 in Review

Next Financial Group sold out of iShares MSCI Austria ETF (EWO) in Q1 2021, closing a stake of 244 shares — an estimated $5K sold.

Next Financial Group first reported a position in EWO in Q2 2014 and held it in 19 quarters. The position peaked at $91K in Q2 2015. 29 funds tracked by Wall St. Rank hold EWO as of Q1 2021.

Next Financial Group reported no remaining iShares MSCI Austria ETF position as of Q1 2021 after selling out during the quarter.
Next Financial Group sold 244 iShares MSCI Austria ETF shares in Q1 2021, an estimated $5K.
Next Financial Group first reported a position in iShares MSCI Austria ETF in Q2 2014 and held it in 19 quarters.
Next Financial Group's iShares MSCI Austria ETF position peaked at $91K in Q2 2015.
29 funds tracked by Wall St. Rank held iShares MSCI Austria ETF as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.