Slocum, Gordon & Co’s iShares MSCI Australia ETF EWA Stock Holding History

Slocum, Gordon & Co’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 Q2	$3.28M	Sell	116,601 -9,910	-8%	-$287K	2.18%	17
2026 Q1	$3.51M	Sell	126,511 -448	-0.4%	-$12.6K	2.39%	14
2025 Q4	$3.33M	Buy	126,959 +19,521	+18%	+$517K	2.41%	14
2025 Q3	$2.9M	Buy	107,438 +58,547	+120%	+$1.56M	2.31%	14
2025 Q2	$1.29M	Sell	48,891 -859	-2%	-$21.4K	1.04%	27
2025 Q1	$1.17M	Buy	49,750 +850	+2%	+$20.7K	0.87%	28
2024 Q4	$1.17M	Buy	+48,900	New	+$1.26M	0.96%	27

Other funds holding EWA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Slocum, Gordon & Co's EWA Position: Q2 2026 in Review

Slocum, Gordon & Co reduced its iShares MSCI Australia ETF (EWA) stake by 7.8% in Q2 2026, selling an estimated $287K and leaving 116,601 shares worth $3.28M. The position accounts for 2.18% of the portfolio, ranked #17.

Slocum, Gordon & Co first reported a position in EWA in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.51M in Q1 2026. 186 funds tracked by Wall St. Rank hold EWA as of Q2 2026.

Slocum, Gordon & Co held 116,601 shares of iShares MSCI Australia ETF worth $3.28M as of Q2 2026.
Slocum, Gordon & Co sold 9,910 iShares MSCI Australia ETF shares in Q2 2026, an estimated $287K.
iShares MSCI Australia ETF made up 2.18% of Slocum, Gordon & Co's portfolio in Q2 2026, its #17 holding.
Slocum, Gordon & Co first reported a position in iShares MSCI Australia ETF in Q4 2024 and has held it in 7 quarters since.
Slocum, Gordon & Co's iShares MSCI Australia ETF position peaked at $3.51M in Q1 2026.
186 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.