Retirement Group’s iShares MSCI Australia ETF EWA Stock Holding History

Retirement Group’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	$3.72K	Hold	151	–	–	﹤0.01%	598
2023 Q4	$3.67K	Hold	151	–	–	﹤0.01%	572
2023 Q3	$3.25K	Hold	151	–	–	﹤0.01%	531
2023 Q2	$3.4K	Hold	151	–	–	﹤0.01%	560
2023 Q1	$3K	Hold	151	–	–	﹤0.01%	546
2022 Q4	$3K	Hold	151	–	–	﹤0.01%	478
2022 Q3	$3K	Hold	151	–	–	﹤0.01%	367
2022 Q2	$3K	Hold	151	–	–	﹤0.01%	583
2022 Q1	$4K	Hold	151	–	–	﹤0.01%	561
2021 Q4	$4K	Hold	151	–	–	﹤0.01%	544
2021 Q3	$4K	Hold	151	–	–	﹤0.01%	468
2021 Q2	$4K	Hold	151	–	–	﹤0.01%	514
2021 Q1	$4K	Hold	151	–	–	﹤0.01%	577
2020 Q4	$3K	Hold	151	–	–	﹤0.01%	548
2020 Q3	$3K	Hold	151	–	–	﹤0.01%	530
2020 Q2	$3K	Buy	+151	New	+$2.66K	﹤0.01%	498
2019 Q4	$3K	Buy	+151	New	+$3.4K	﹤0.01%	490

Other funds holding EWA

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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

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

Retirement Group's EWA Position: Q1 2024 in Review

Retirement Group held its iShares MSCI Australia ETF (EWA) position steady in Q1 2024 at 151 shares worth $3.72K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Retirement Group first reported a position in EWA in Q4 2019 and has held it in 17 quarters since. The position peaked at $4K in Q1 2022. 181 funds tracked by Wall St. Rank hold EWA as of Q1 2024.

Retirement Group held 151 shares of iShares MSCI Australia ETF worth $3.72K as of Q1 2024.
Retirement Group left its iShares MSCI Australia ETF share count unchanged in Q1 2024.
iShares MSCI Australia ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #598 holding.
Retirement Group first reported a position in iShares MSCI Australia ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's iShares MSCI Australia ETF position peaked at $4K in Q1 2022.
181 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.