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Shamrock Asset Management’s iShares MSCI Australia ETF EWA Stock Holding History

Shamrock Asset 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
2017
Q1 		– Sell
-1,832
Closed -$37K – 275
2016
Q4 		$37K Hold
1,832
– – 0.02% 145
2016
Q3 		$38K Buy
+1,832
New +$37.4K 0.02% 143
2014
Q3 		– Sell
-828
Closed -$22K – 256
2014
Q2 		$22K Buy
+828
New +$21.9K 0.01% 212

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Shamrock Asset Management's EWA Position: Q1 2017 in Review

Shamrock Asset Management sold out of iShares MSCI Australia ETF (EWA) in Q1 2017, closing a stake of 1,832 shares — an estimated $37K sold.

Shamrock Asset Management first reported a position in EWA in Q2 2014 and held it in 3 quarters. The position peaked at $38K in Q3 2016. 188 funds tracked by Wall St. Rank hold EWA as of Q1 2017.

  • Shamrock Asset Management reported no remaining iShares MSCI Australia ETF position as of Q1 2017 after selling out during the quarter.
  • Shamrock Asset Management sold 1,832 iShares MSCI Australia ETF shares in Q1 2017, an estimated $37K.
  • Shamrock Asset Management first reported a position in iShares MSCI Australia ETF in Q2 2014 and held it in 3 quarters.
  • Shamrock Asset Management's iShares MSCI Australia ETF position peaked at $38K in Q3 2016.
  • 188 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2017.

Based on Shamrock Asset Management's 13F filing for Q1 2017, filed 26 May 2017.