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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
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 $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

Perigon Wealth Management's EWA Position: Q1 2026 in Review

Perigon Wealth Management reduced its iShares MSCI Australia ETF (EWA) stake by 15% in Q1 2026, selling an estimated $149K and leaving 30,835 shares worth $856K. The position accounts for 0.02% of the portfolio, ranked #584.

Perigon Wealth Management first reported a position in EWA in Q3 2025 and has held it in 3 quarters since. The position peaked at $980K in Q3 2025. 180 funds tracked by Wall St. Rank hold EWA as of Q1 2026.

  • Perigon Wealth Management held 30,835 shares of iShares MSCI Australia ETF worth $856K as of Q1 2026.
  • Perigon Wealth Management sold 5,300 iShares MSCI Australia ETF shares in Q1 2026, an estimated $149K.
  • iShares MSCI Australia ETF made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #584 holding.
  • Perigon Wealth Management first reported a position in iShares MSCI Australia ETF in Q3 2025 and has held it in 3 quarters since.
  • Perigon Wealth Management's iShares MSCI Australia ETF position peaked at $980K in Q3 2025.
  • 180 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.