Perigon Wealth Management
EWA icon

Perigon Wealth Management’s iShares MSCI Australia ETF EWA Stock Holding History

Perigon Wealth 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
2026
Q2 		– Sell
-30,835
Closed -$856K – 1457
2026
Q1 		$856K Sell
30,835
-5,300
-15% -$149K 0.02% 584
2025
Q4 		$946K Sell
36,135
-175
-0.5% -$4.63K 0.02% 575
2025
Q3 		$980K Buy
+36,310
New +$969K 0.02% 515

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Sonoma Allocations
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Perigon Wealth Management's EWA Position: Q2 2026 in Review

Perigon Wealth Management sold out of iShares MSCI Australia ETF (EWA) in Q2 2026, closing a stake of 30,835 shares — an estimated $856K sold.

Perigon Wealth Management first reported a position in EWA in Q3 2025 and held it in 3 quarters. The position peaked at $980K in Q3 2025. 186 funds tracked by Wall St. Rank hold EWA as of Q2 2026.

  • Perigon Wealth Management reported no remaining iShares MSCI Australia ETF position as of Q2 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 30,835 iShares MSCI Australia ETF shares in Q2 2026, an estimated $856K.
  • Perigon Wealth Management first reported a position in iShares MSCI Australia ETF in Q3 2025 and held it in 3 quarters.
  • Perigon Wealth Management's iShares MSCI Australia ETF position peaked at $980K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.