Summit Securities Group’s iShares MSCI Australia ETF EWA Stock Holding History

Summit Securities Group’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
2022 Q4	–	Sell	-100	Closed	-$2K	–	1217
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	863
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	896
2022 Q1	$3K	Buy	+100	New	+$2.44K	﹤0.01%	1022
2018 Q1	–	Sell	-91,300	Closed	-$2.12M	–	178
2017 Q4	$2.12M	Buy	+91,300	New	+$2.08M	0.25%	36
2015 Q1	–	Sell	-900	Closed	-$20K	–	459
2014 Q4	$20K	Buy	900 +700	+350%	+$16.6K	0.01%	398
2014 Q3	$5K	Sell	200 -200	-50%	-$5.27K	﹤0.01%	571
2014 Q2	$10K	Buy	+400	New	+$10.6K	﹤0.01%	405

Other funds holding EWA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

AGDI

Absolute Gestao de Investimentos Sao Paulo, Brazil $877M AUM 57.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Summit Securities Group's EWA Position: Q4 2022 in Review

Summit Securities Group sold out of iShares MSCI Australia ETF (EWA) in Q4 2022, closing a stake of 100 shares — an estimated $2K sold.

Summit Securities Group first reported a position in EWA in Q2 2014 and held it in 7 quarters. The position peaked at $2.12M in Q4 2017. 185 funds tracked by Wall St. Rank hold EWA as of Q4 2022.

Summit Securities Group reported no remaining iShares MSCI Australia ETF position as of Q4 2022 after selling out during the quarter.
Summit Securities Group sold 100 iShares MSCI Australia ETF shares in Q4 2022, an estimated $2K.
Summit Securities Group first reported a position in iShares MSCI Australia ETF in Q2 2014 and held it in 7 quarters.
Summit Securities Group's iShares MSCI Australia ETF position peaked at $2.12M in Q4 2017.
185 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q4 2022.

Based on Summit Securities Group's 13F filing for Q4 2022, filed 13 Feb 2023.