The Family Firm’s iShares MSCI Australia ETF EWA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$343K Buy
13,043
+613
+5% +$15.3K 0.08% 84
2025
Q1
$291K Sell
12,430
-254
-2% -$6.17K 0.07% 169
2024
Q4
$303K Buy
12,684
+219
+2% +$5.63K 0.07% 165
2024
Q3
$338K Sell
12,465
-387
-3% -$9.79K 0.07% 153
2024
Q2
$314K Buy
12,852
+246
+2% +$5.99K 0.07% 152
2024
Q1
$311K Sell
12,606
-1,120
-8% -$26.7K 0.08% 154
2023
Q4
$334K Buy
13,726
+267
+2% +$5.92K 0.09% 138
2023
Q3
$290K Sell
13,459
-1,107
-8% -$24.6K 0.08% 137
2023
Q2
$328K Buy
14,566
+260
+2% +$5.95K 0.09% 138
2023
Q1
$328K Sell
14,306
-1,407
-9% -$32.9K 0.09% 133
2022
Q4
$349K Sell
15,713
-440
-3% -$9.57K 0.1% 130
2022
Q3
$317K Hold
16,153
0.1% 132
2022
Q2
$343K Buy
16,153
+552
+4% +$13.3K 0.1% 128
2022
Q1
$412K Buy
15,601
+139
+0.9% +$3.39K 0.11% 112
2021
Q4
$384K Buy
15,462
+19
+0.1% +$484 0.1% 121
2021
Q3
$411K Sell
15,443
-7,360
-32% -$190K 0.11% 111
2021
Q2
$592K Buy
22,803
+316
+1% +$8.32K 0.16% 93
2021
Q1
$557K Sell
22,487
-809
-3% -$20.1K 0.16% 92
2020
Q4
$570K Buy
23,296
+197
+0.9% +$4.36K 0.17% 84
2020
Q3
$456K Sell
23,099
-227
-1% -$4.6K 0.16% 90
2020
Q2
$449K Sell
23,326
-1,559
-6% -$27.5K 0.17% 86
2020
Q1
$387K Buy
24,885
+5,691
+30% +$117K 0.16% 87
2019
Q4
$435K Buy
19,194
+350
+2% +$7.88K 0.15% 93
2019
Q3
$419K Buy
18,844
+657
+4% +$14.5K 0.15% 91
2019
Q2
$410K Buy
18,187
+322
+2% +$7.05K 0.14% 94
2019
Q1
$384K Sell
17,865
-408
-2% -$8.5K 0.14% 94
2018
Q4
$352K Buy
18,273
+2,709
+17% +$55.6K 0.14% 93
2018
Q3
$344K Buy
15,564
+3,952
+34% +$89K 0.12% 103
2018
Q2
$263K Buy
11,612
+790
+7% +$17.8K 0.1% 111
2018
Q1
$238K Hold
10,822
0.09% 122
2017
Q4
$251K Buy
+10,822
New +$247K 0.1% 112

Other funds holding EWA

The Family Firm's EWA Position: Q2 2025 in Review

The Family Firm increased its iShares MSCI Australia ETF (EWA) stake by 4.9% in Q2 2025, buying an estimated $15.3K and bringing the position to 13,043 shares worth $343K. The position accounts for 0.08% of the portfolio, ranked #84.

The Family Firm first reported a position in EWA in Q4 2017 and has held it in 31 quarters since. The position peaked at $592K in Q2 2021. 168 funds tracked by Wall St. Rank hold EWA as of Q2 2025.

  • The Family Firm held 13,043 shares of iShares MSCI Australia ETF worth $343K as of Q2 2025.
  • The Family Firm bought 613 iShares MSCI Australia ETF shares in Q2 2025, an estimated $15.3K.
  • iShares MSCI Australia ETF made up 0.08% of The Family Firm's portfolio in Q2 2025, its #84 holding.
  • The Family Firm first reported a position in iShares MSCI Australia ETF in Q4 2017 and has held it in 31 quarters since.
  • The Family Firm's iShares MSCI Australia ETF position peaked at $592K in Q2 2021.
  • 168 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.