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Orion Capital Management’s iShares MSCI Australia ETF EWA Stock Holding History

Orion Capital 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
2023
Q4 		– Sell
-505
Closed -$10.9K – 520
2023
Q3 		$10.9K Buy
+505
New +$11.2K 0.01% 378

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Orion Capital Management's EWA Position: Q4 2023 in Review

Orion Capital Management sold out of iShares MSCI Australia ETF (EWA) in Q4 2023, closing a stake of 505 shares — an estimated $10.9K sold.

Orion Capital Management first reported a position in EWA in Q3 2023 and held it in 1 quarter. The position peaked at $10.9K in Q3 2023. 194 funds tracked by Wall St. Rank hold EWA as of Q4 2023.

  • Orion Capital Management reported no remaining iShares MSCI Australia ETF position as of Q4 2023 after selling out during the quarter.
  • Orion Capital Management sold 505 iShares MSCI Australia ETF shares in Q4 2023, an estimated $10.9K.
  • Orion Capital Management first reported a position in iShares MSCI Australia ETF in Q3 2023 and held it in 1 quarter.
  • Orion Capital Management's iShares MSCI Australia ETF position peaked at $10.9K in Q3 2023.
  • 194 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q4 2023.

Based on Orion Capital Management's 13F filing for Q4 2023, filed 6 Feb 2024.