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Summit Trail Advisors’s iShares MSCI Australia ETF EWA Stock Holding History

Summit Trail Advisors’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
2018
Q1 		– Sell
-554
Closed -$13K – 823
2017
Q4 		$13K Buy
+554
New +$12.6K ﹤0.01% 1151

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

Summit Trail Advisors's EWA Position: Q1 2018 in Review

Summit Trail Advisors sold out of iShares MSCI Australia ETF (EWA) in Q1 2018, closing a stake of 554 shares — an estimated $13K sold.

Summit Trail Advisors first reported a position in EWA in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 187 funds tracked by Wall St. Rank hold EWA as of Q1 2018.

  • Summit Trail Advisors reported no remaining iShares MSCI Australia ETF position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 554 iShares MSCI Australia ETF shares in Q1 2018, an estimated $13K.
  • Summit Trail Advisors first reported a position in iShares MSCI Australia ETF in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's iShares MSCI Australia ETF position peaked at $13K in Q4 2017.
  • 187 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.