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

Robertson Stephens 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	$338K	Buy	12,163 +245	+2%	+$6.88K	0.01%	486
2025 Q4	$312K	Buy	+11,918	New	+$315K	0.01%	518
2024 Q2	–	Sell	-17,705	Closed	-$437K	–	507
2024 Q1	$437K	Hold	17,705	–	–	0.02%	362
2023 Q4	$431K	Sell	17,705 -80	-0.4%	-$1.77K	0.03%	336
2023 Q3	$383K	Hold	17,785	–	–	0.03%	348
2023 Q2	$401K	Sell	17,785 -3,460	-16%	-$79.1K	0.03%	313
2023 Q1	$487K	Buy	21,245 +2,785	+15%	+$65.1K	0.04%	290
2022 Q4	$410K	Buy	18,460 +5,355	+41%	+$116K	0.04%	287
2022 Q3	$257K	Sell	13,105 -28,838	-69%	-$627K	0.03%	304
2022 Q2	$890K	Hold	41,943	–	–	0.08%	168
2022 Q1	$1.11M	Hold	41,943	–	–	0.09%	170
2021 Q4	$1.05M	Sell	41,943 -3,332	-7%	-$84.9K	0.09%	177
2021 Q3	$1.12M	Hold	45,275	–	–	0.13%	109
2021 Q2	$1.18M	Hold	45,275	–	–	0.14%	106
2021 Q1	$1.12M	Sell	45,275 -8,881	-16%	-$221K	0.18%	94
2020 Q4	$1.3M	Sell	54,156 -9,840	-15%	-$218K	0.27%	69
2020 Q3	$1.26M	Buy	+63,996	New	+$1.3M	0.31%	59

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 $4.65B AUM 15.85% 1-Year Est. Return

Robertson Stephens Wealth Management's EWA Position: Q1 2026 in Review

Robertson Stephens Wealth Management increased its iShares MSCI Australia ETF (EWA) stake by 2.1% in Q1 2026, buying an estimated $6.88K and bringing the position to 12,163 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #486.

Robertson Stephens Wealth Management first reported a position in EWA in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.3M in Q4 2020. 180 funds tracked by Wall St. Rank hold EWA as of Q1 2026.

Robertson Stephens Wealth Management held 12,163 shares of iShares MSCI Australia ETF worth $338K as of Q1 2026.
Robertson Stephens Wealth Management bought 245 iShares MSCI Australia ETF shares in Q1 2026, an estimated $6.88K.
iShares MSCI Australia ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #486 holding.
Robertson Stephens Wealth Management first reported a position in iShares MSCI Australia ETF in Q3 2020 and has held it in 17 quarters since.
Robertson Stephens Wealth Management's iShares MSCI Australia ETF position peaked at $1.3M in Q4 2020.
180 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.