SSG
EWA icon

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
2026
Q1 		– Sell
-81,500
Closed -$2.65M – 1146
2025
Q4 		$2.65M Buy
+81,500
New +$2.16M 0.34% 58
2025
Q3 		– Sell
-18,000
Closed -$762K – 1118
2025
Q2 		$762K Buy
18,000
+3,000
+20% +$74.8K 0.15% 115
2025
Q1 		$556K Buy
15,000
+14,200
+1,775% +$345K 0.09% 106
2024
Q4 		$40.7K Buy
+800
New +$20.6K 0.01% 304

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vontobel Holding
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
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.