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Peak Financial Advisors’s iShares MSCI Australia ETF EWA Stock Holding History

Peak Financial Advisors’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
2021
Q3 		– Sell
-12,651
Closed -$329K – 71
2021
Q2 		$329K Buy
12,651
+37
+0.3% +$974 0.28% 59
2021
Q1 		$313K Buy
+12,614
New +$314K 0.26% 58

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Peak Financial Advisors's EWA Position: Q3 2021 in Review

Peak Financial Advisors sold out of iShares MSCI Australia ETF (EWA) in Q3 2021, closing a stake of 12,651 shares — an estimated $329K sold.

Peak Financial Advisors first reported a position in EWA in Q1 2021 and held it in 2 quarters. The position peaked at $329K in Q2 2021. 150 funds tracked by Wall St. Rank hold EWA as of Q3 2021.

  • Peak Financial Advisors reported no remaining iShares MSCI Australia ETF position as of Q3 2021 after selling out during the quarter.
  • Peak Financial Advisors sold 12,651 iShares MSCI Australia ETF shares in Q3 2021, an estimated $329K.
  • Peak Financial Advisors first reported a position in iShares MSCI Australia ETF in Q1 2021 and held it in 2 quarters.
  • Peak Financial Advisors's iShares MSCI Australia ETF position peaked at $329K in Q2 2021.
  • 150 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q3 2021.

Based on Peak Financial Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.