Sage Advisory Services’s iShares MSCI Australia ETF EWA Stock Holding History

Sage Advisory Services’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 Q2	–	Sell	-296,088	Closed	-$7.3M	–	47
2024 Q1	$7.3M	Sell	296,088 -15,207	-5%	-$363K	1.99%	19
2023 Q4	$7.58M	Sell	311,295 -13,660	-4%	-$303K	2.03%	19
2023 Q3	$6.99M	Buy	324,955 +42,828	+15%	+$953K	1.96%	19
2023 Q2	$6.36M	Buy	+282,127	New	+$6.45M	1.86%	19

Other funds holding EWA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CCA

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

Sage Advisory Services's EWA Position: Q2 2024 in Review

Sage Advisory Services sold out of iShares MSCI Australia ETF (EWA) in Q2 2024, closing a stake of 296,088 shares — an estimated $7.3M sold.

Sage Advisory Services first reported a position in EWA in Q2 2023 and held it in 4 quarters. The position peaked at $7.58M in Q4 2023. 161 funds tracked by Wall St. Rank hold EWA as of Q2 2024.

Sage Advisory Services reported no remaining iShares MSCI Australia ETF position as of Q2 2024 after selling out during the quarter.
Sage Advisory Services sold 296,088 iShares MSCI Australia ETF shares in Q2 2024, an estimated $7.3M.
Sage Advisory Services first reported a position in iShares MSCI Australia ETF in Q2 2023 and held it in 4 quarters.
Sage Advisory Services's iShares MSCI Australia ETF position peaked at $7.58M in Q4 2023.
161 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2024.

Based on Sage Advisory Services's 13F filing for Q2 2024, filed 6 Aug 2024.