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Planning Capital Management Corporation’s iShares MSCI Australia ETF EWA Stock Holding History

Planning Capital Management Corporation’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
2024
Q1 		– Sell
-475
Closed -$11.6K – 665
2023
Q4 		$11.6K Buy
+475
New +$10.5K 0.01% 402

Other funds holding EWA

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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Planning Capital Management Corporation's EWA Position: Q1 2024 in Review

Planning Capital Management Corporation sold out of iShares MSCI Australia ETF (EWA) in Q1 2024, closing a stake of 475 shares — an estimated $11.6K sold.

Planning Capital Management Corporation first reported a position in EWA in Q4 2023 and held it in 1 quarter. The position peaked at $11.6K in Q4 2023. 181 funds tracked by Wall St. Rank hold EWA as of Q1 2024.

  • Planning Capital Management Corporation reported no remaining iShares MSCI Australia ETF position as of Q1 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 475 iShares MSCI Australia ETF shares in Q1 2024, an estimated $11.6K.
  • Planning Capital Management Corporation first reported a position in iShares MSCI Australia ETF in Q4 2023 and held it in 1 quarter.
  • Planning Capital Management Corporation's iShares MSCI Australia ETF position peaked at $11.6K in Q4 2023.
  • 181 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2024.

Based on Planning Capital Management Corporation's 13F filing for Q1 2024, filed 26 Apr 2024.