Patten Group’s iShares MSCI Australia ETF EWA Stock Holding History

Patten 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
2026 Q2	$389K	Sell	13,800 -628	-4%	-$18.2K	0.06%	251
2026 Q1	$401K	Buy	14,428 +4,406	+44%	+$124K	0.07%	224
2025 Q4	$262K	Buy	10,022 +941	+10%	+$24.9K	0.05%	265
2025 Q3	$245K	Buy	+9,081	New	+$242K	0.05%	257
2019 Q1	–	Sell	-320	Closed	-$6K	–	298
2018 Q4	$6K	Sell	320 -65	-17%	-$1.33K	﹤0.01%	469
2018 Q3	$9K	Sell	385 -200	-34%	-$4.5K	﹤0.01%	529
2018 Q2	$13K	Hold	585	–	–	0.01%	446
2018 Q1	$13K	Hold	585	–	–	0.01%	442
2017 Q4	$14K	Sell	585 -50	-8%	-$1.14K	0.01%	457
2017 Q3	$14K	Hold	635	–	–	0.01%	450
2017 Q2	$14K	Hold	635	–	–	0.01%	465
2017 Q1	$14K	Hold	635	–	–	0.01%	439
2016 Q4	$14K	Sell	635 -800	-56%	-$16.5K	0.01%	429
2016 Q3	$29.7K	Hold	1,435	–	–	0.01%	372
2016 Q2	$27.9K	Sell	1,435 -225	-14%	-$4.39K	0.01%	365
2016 Q1	$32.1K	Hold	1,660	–	–	0.02%	348
2015 Q4	$31.5K	Sell	1,660 -2,275	-58%	-$43K	0.02%	360
2015 Q3	$70.5K	Sell	3,935 -525	-12%	-$10.3K	0.04%	251
2015 Q2	$93.8K	Buy	+4,460	New	+$102K	0.04%	240
2015 Q1	–	Sell	-4,460	Closed	-$99K	–	185
2014 Q4	$99K	Buy	+4,460	New	+$106K	0.05%	186

Other funds holding EWA

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

CCA

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

Patten Group's EWA Position: Q2 2026 in Review

Patten Group reduced its iShares MSCI Australia ETF (EWA) stake by 4.4% in Q2 2026, selling an estimated $18.2K and leaving 13,800 shares worth $389K. The position accounts for 0.06% of the portfolio, ranked #251.

Patten Group first reported a position in EWA in Q4 2014 and has held it in 20 quarters since. The position peaked at $401K in Q1 2026. 186 funds tracked by Wall St. Rank hold EWA as of Q2 2026.

Patten Group held 13,800 shares of iShares MSCI Australia ETF worth $389K as of Q2 2026.
Patten Group sold 628 iShares MSCI Australia ETF shares in Q2 2026, an estimated $18.2K.
iShares MSCI Australia ETF made up 0.06% of Patten Group's portfolio in Q2 2026, its #251 holding.
Patten Group first reported a position in iShares MSCI Australia ETF in Q4 2014 and has held it in 20 quarters since.
Patten Group's iShares MSCI Australia ETF position peaked at $401K in Q1 2026.
186 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.