Phillips Financial Management’s iShares MSCI Australia ETF EWA Stock Holding History

Phillips Financial 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	–	Sell	-775	Closed	-$20.3K	–	293
2025 Q4	$20.3K	Hold	775	–	–	﹤0.01%	276
2025 Q3	$20.9K	Hold	775	–	–	﹤0.01%	277
2025 Q2	$20.4K	Hold	775	–	–	﹤0.01%	246
2025 Q1	$18.2K	Hold	775	–	–	﹤0.01%	240
2024 Q4	$18.5K	Hold	775	–	–	﹤0.01%	236
2024 Q3	$21K	Hold	775	–	–	﹤0.01%	243
2024 Q2	$18.9K	Hold	775	–	–	﹤0.01%	239
2024 Q1	$19.1K	Hold	775	–	–	﹤0.01%	230
2023 Q4	$18.9K	Hold	775	–	–	﹤0.01%	214
2023 Q3	$16.7K	Hold	775	–	–	﹤0.01%	213
2023 Q2	$17.5K	Hold	775	–	–	﹤0.01%	209
2023 Q1	$17.8K	Hold	775	–	–	﹤0.01%	213
2022 Q4	$17.2K	Hold	775	–	–	﹤0.01%	200
2022 Q3	$15K	Buy	+775	New	+$16.8K	﹤0.01%	196

Other funds holding EWA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Phillips Financial Management's EWA Position: Q1 2026 in Review

Phillips Financial Management sold out of iShares MSCI Australia ETF (EWA) in Q1 2026, closing a stake of 775 shares — an estimated $20.3K sold.

Phillips Financial Management first reported a position in EWA in Q3 2022 and held it in 14 quarters. The position peaked at $21K in Q3 2024. 180 funds tracked by Wall St. Rank hold EWA as of Q1 2026.

Phillips Financial Management reported no remaining iShares MSCI Australia ETF position as of Q1 2026 after selling out during the quarter.
Phillips Financial Management sold 775 iShares MSCI Australia ETF shares in Q1 2026, an estimated $20.3K.
Phillips Financial Management first reported a position in iShares MSCI Australia ETF in Q3 2022 and held it in 14 quarters.
Phillips Financial Management's iShares MSCI Australia ETF position peaked at $21K in Q3 2024.
180 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.