Steward Partners Investment Advisory’s iShares MSCI Australia ETF EWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45K | Buy |
1,710
+111
| +7% | +$2.92K | ﹤0.01% | 2532 |
|
|
2025
Q1 | $37.5K | Hold |
1,599
| – | – | ﹤0.01% | 2517 |
|
|
2024
Q4 | $38.2K | Hold |
1,599
| – | – | ﹤0.01% | 2481 |
|
|
2024
Q3 | $43.3K | Buy |
1,599
+146
| +10% | +$3.96K | ﹤0.01% | 2301 |
|
|
2024
Q2 | $35.5K | Buy |
1,453
+165
| +13% | +$4.03K | ﹤0.01% | 2272 |
|
|
2024
Q1 | $31.8K | Sell |
1,288
-2
| -0.2% | -$49 | ﹤0.01% | 2318 |
|
|
2023
Q4 | $31.4K | Buy |
1,290
+2
| +0.2% | +$49 | ﹤0.01% | 2172 |
|
|
2023
Q3 | $27.7K | Hold |
1,288
| – | – | ﹤0.01% | 2161 |
|
|
2023
Q2 | $29K | Hold |
1,288
| – | – | ﹤0.01% | 2098 |
|
|
2023
Q1 | $29.5K | Buy |
1,288
+15
| +1% | +$344 | ﹤0.01% | 2086 |
|
|
2022
Q4 | $28.3K | Sell |
1,273
-1
| -0.1% | -$22 | ﹤0.01% | 2079 |
|
|
2022
Q3 | $25K | Hold |
1,274
| – | – | ﹤0.01% | 2106 |
|
|
2022
Q2 | $27K | Buy |
1,274
+174
| +16% | +$3.69K | ﹤0.01% | 2092 |
|
|
2022
Q1 | $29K | Hold |
1,100
| – | – | ﹤0.01% | 2192 |
|
|
2021
Q4 | $27K | Hold |
1,100
| – | – | ﹤0.01% | 2191 |
|
|
2021
Q3 | $27K | Buy |
1,100
+500
| +83% | +$12.3K | ﹤0.01% | 2183 |
|
|
2021
Q2 | $16K | Sell |
600
-338
| -36% | -$9.01K | ﹤0.01% | 5388 |
|
|
2021
Q1 | $23.3K | Buy |
938
+338
| +56% | +$8.38K | ﹤0.01% | 2408 |
|
|
2020
Q4 | $14K | Hold |
600
| – | – | ﹤0.01% | 2176 |
|
|
2020
Q3 | $12K | Hold |
600
| – | – | ﹤0.01% | 2066 |
|
|
2020
Q2 | $12K | Hold |
600
| – | – | ﹤0.01% | 1959 |
|
|
2020
Q1 | $9K | Hold |
600
| – | – | ﹤0.01% | 1896 |
|
|
2019
Q4 | $13K | Sell |
600
-5,214
| -90% | -$113K | ﹤0.01% | 1914 |
|
|
2019
Q3 | $129K | Buy |
5,814
+277
| +5% | +$6.15K | ﹤0.01% | 992 |
|
|
2019
Q2 | $124K | Buy |
+5,537
| New | +$124K | ﹤0.01% | 970 |
|
|
2018
Q4 | – | Sell |
-4,698
| Closed | -$104K | – | 1184 |
|
|
2018
Q3 | $104K | Buy |
4,698
+540
| +13% | +$12K | 0.01% | 919 |
|
|
2018
Q2 | $94K | Buy |
4,158
+570
| +16% | +$12.9K | 0.01% | 872 |
|
|
2018
Q1 | $79K | Buy |
3,588
+1,077
| +43% | +$23.7K | 0.01% | 842 |
|
|
2017
Q4 | $58K | Buy |
2,511
+405
| +19% | +$9.36K | ﹤0.01% | 786 |
|
|
2017
Q3 | $47K | Buy |
2,106
+839
| +66% | +$18.7K | ﹤0.01% | 706 |
|
|
2017
Q2 | $27K | Buy |
+1,267
| New | +$27K | ﹤0.01% | 784 |
|