Patriot Financial Group Insurance Agency’s iShares MSCI Australia ETF EWA Stock Holding History

Patriot Financial Group Insurance Agency’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
2019 Q3	–	Sell	-373	Closed	-$8K	–	1346
2019 Q2	$8K	Buy	+373	New	+$8.17K	﹤0.01%	849
2018 Q4	–	Sell	-373	Closed	-$8K	–	1021
2018 Q3	$8K	Sell	373 -392	-51%	-$8.82K	﹤0.01%	662
2018 Q2	$17K	Buy	765 +692	+948%	+$15.6K	0.02%	317
2018 Q1	$2K	Sell	73 -3,810	-98%	-$87.9K	﹤0.01%	864
2017 Q4	$90K	Buy	3,883 +2,356	+154%	+$53.8K	0.07%	224
2017 Q3	$34K	Buy	1,527 +1,305	+588%	+$29.4K	0.03%	307
2017 Q2	$5K	Buy	222 +162	+270%	+$3.56K	0.01%	666
2017 Q1	$1K	Buy	+60	New	+$1.31K	﹤0.01%	788

Other funds holding EWA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EWA Position: Q3 2019 in Review

Patriot Financial Group Insurance Agency sold out of iShares MSCI Australia ETF (EWA) in Q3 2019, closing a stake of 373 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in EWA in Q1 2017 and held it in 8 quarters. The position peaked at $90K in Q4 2017. 164 funds tracked by Wall St. Rank hold EWA as of Q3 2019.

Patriot Financial Group Insurance Agency reported no remaining iShares MSCI Australia ETF position as of Q3 2019 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 373 iShares MSCI Australia ETF shares in Q3 2019, an estimated $8K.
Patriot Financial Group Insurance Agency first reported a position in iShares MSCI Australia ETF in Q1 2017 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's iShares MSCI Australia ETF position peaked at $90K in Q4 2017.
164 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q3 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2019, filed 25 Oct 2019.