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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
AGDI
Absolute Gestao de Investimentos Sao Paulo, Brazil $877M AUM 57.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Patten Group's EWA Position: Q1 2026 in Review

Patten Group increased its iShares MSCI Australia ETF (EWA) stake by 44% in Q1 2026, buying an estimated $124K and bringing the position to 14,428 shares worth $401K. The position accounts for 0.07% of the portfolio, ranked #224.

Patten Group first reported a position in EWA in Q4 2014 and has held it in 19 quarters since. 180 funds tracked by Wall St. Rank hold EWA as of Q1 2026.

  • Patten Group held 14,428 shares of iShares MSCI Australia ETF worth $401K as of Q1 2026.
  • Patten Group bought 4,406 iShares MSCI Australia ETF shares in Q1 2026, an estimated $124K.
  • iShares MSCI Australia ETF made up 0.07% of Patten Group's portfolio in Q1 2026, its #224 holding.
  • Patten Group first reported a position in iShares MSCI Australia ETF in Q4 2014 and has held it in 19 quarters since.
  • 180 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.