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Strategic Wealth Management’s iShares MSCI Australia ETF EWA Stock Holding History

Strategic Wealth 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
2014
Q2 		– Sell
-157,247
Closed -$4.07M – 30
2014
Q1 		$4.07M Buy
+157,247
New +$3.84M 3.79% 9

Other funds holding EWA

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Strategic Wealth Management's EWA Position: Q2 2014 in Review

Strategic Wealth Management sold out of iShares MSCI Australia ETF (EWA) in Q2 2014, closing a stake of 157,247 shares — an estimated $4.07M sold.

Strategic Wealth Management first reported a position in EWA in Q1 2014 and held it in 1 quarter. The position peaked at $4.07M in Q1 2014. 191 funds tracked by Wall St. Rank hold EWA as of Q2 2014.

  • Strategic Wealth Management reported no remaining iShares MSCI Australia ETF position as of Q2 2014 after selling out during the quarter.
  • Strategic Wealth Management sold 157,247 iShares MSCI Australia ETF shares in Q2 2014, an estimated $4.07M.
  • Strategic Wealth Management first reported a position in iShares MSCI Australia ETF in Q1 2014 and held it in 1 quarter.
  • Strategic Wealth Management's iShares MSCI Australia ETF position peaked at $4.07M in Q1 2014.
  • 191 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2014.

Based on Strategic Wealth Management's 13F filing for Q2 2014, filed 24 Jul 2014.