Sonoma Private Wealth’s iShares MSCI Australia ETF EWA Stock Holding History

Sonoma Private Wealth’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
2023 Q1	–	Sell	-12,081	Closed	-$269K	–	74
2022 Q4	$269K	Buy	+12,081	New	+$263K	0.59%	58

Other funds holding EWA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Sonoma Private Wealth's EWA Position: Q1 2023 in Review

Sonoma Private Wealth sold out of iShares MSCI Australia ETF (EWA) in Q1 2023, closing a stake of 12,081 shares — an estimated $269K sold.

Sonoma Private Wealth first reported a position in EWA in Q4 2022 and held it in 1 quarter. The position peaked at $269K in Q4 2022. 178 funds tracked by Wall St. Rank hold EWA as of Q1 2023.

Sonoma Private Wealth reported no remaining iShares MSCI Australia ETF position as of Q1 2023 after selling out during the quarter.
Sonoma Private Wealth sold 12,081 iShares MSCI Australia ETF shares in Q1 2023, an estimated $269K.
Sonoma Private Wealth first reported a position in iShares MSCI Australia ETF in Q4 2022 and held it in 1 quarter.
Sonoma Private Wealth's iShares MSCI Australia ETF position peaked at $269K in Q4 2022.
178 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2023.

Based on Sonoma Private Wealth's 13F filing for Q1 2023, filed 10 May 2023.