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

Torch 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
Q3 		– Sell
-1,000
Closed -$26K – 145
2014
Q2 		$26K Hold
1,000
– – 0.02% 194
2014
Q1 		$26K Hold
1,000
– – 0.02% 199
2013
Q4 		$24K Buy
+1,000
New +$25.6K 0.02% 181

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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 $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Torch Wealth Management's EWA Position: Q3 2014 in Review

Torch Wealth Management sold out of iShares MSCI Australia ETF (EWA) in Q3 2014, closing a stake of 1,000 shares — an estimated $26K sold.

Torch Wealth Management first reported a position in EWA in Q4 2013 and held it in 3 quarters. The position peaked at $26K in Q2 2014. 180 funds tracked by Wall St. Rank hold EWA as of Q3 2014.

  • Torch Wealth Management reported no remaining iShares MSCI Australia ETF position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 1,000 iShares MSCI Australia ETF shares in Q3 2014, an estimated $26K.
  • Torch Wealth Management first reported a position in iShares MSCI Australia ETF in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's iShares MSCI Australia ETF position peaked at $26K in Q2 2014.
  • 180 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.