RWA
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Ropes Wealth Advisors’s iShares MSCI Australia ETF EWA Stock Holding History

Ropes Wealth Advisors’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
2018
Q1 		– Sell
-2,050
Closed -$47K – 643
2017
Q4 		$47K Buy
+2,050
New +$46.8K 0.01% 358

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

Ropes Wealth Advisors's EWA Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of iShares MSCI Australia ETF (EWA) in Q1 2018, closing a stake of 2,050 shares — an estimated $47K sold.

Ropes Wealth Advisors first reported a position in EWA in Q4 2017 and held it in 1 quarter. The position peaked at $47K in Q4 2017. 187 funds tracked by Wall St. Rank hold EWA as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining iShares MSCI Australia ETF position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 2,050 iShares MSCI Australia ETF shares in Q1 2018, an estimated $47K.
  • Ropes Wealth Advisors first reported a position in iShares MSCI Australia ETF in Q4 2017 and held it in 1 quarter.
  • Ropes Wealth Advisors's iShares MSCI Australia ETF position peaked at $47K in Q4 2017.
  • 187 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.