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

Tradition 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
2024 Q1	–	Sell	-238	Closed	-$6K	–	638
2023 Q4	$6K	Hold	238	–	–	﹤0.01%	1106
2023 Q3	$5K	Hold	238	–	–	﹤0.01%	1172
2023 Q2	$5K	Hold	238	–	–	﹤0.01%	1202
2023 Q1	$5K	Hold	238	–	–	﹤0.01%	1145
2022 Q4	$5K	Hold	238	–	–	﹤0.01%	1038
2022 Q3	$5K	Hold	238	–	–	﹤0.01%	1066
2022 Q2	$5K	Hold	238	–	–	﹤0.01%	950
2022 Q1	$6K	Sell	238 -270	-53%	-$6.59K	﹤0.01%	999
2021 Q4	$13K	Hold	508	–	–	﹤0.01%	839
2021 Q3	$13K	Hold	508	–	–	﹤0.01%	836
2021 Q2	$13K	Hold	508	–	–	﹤0.01%	871
2021 Q1	$13K	Hold	508	–	–	﹤0.01%	719
2020 Q4	$12K	Buy	+508	New	+$11.2K	﹤0.01%	685

Other funds holding EWA

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCA

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

Tradition Wealth Management's EWA Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares MSCI Australia ETF (EWA) in Q1 2024, closing a stake of 238 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in EWA in Q4 2020 and held it in 13 quarters. The position peaked at $13K in Q4 2021. 181 funds tracked by Wall St. Rank hold EWA as of Q1 2024.

Tradition Wealth Management reported no remaining iShares MSCI Australia ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 238 iShares MSCI Australia ETF shares in Q1 2024, an estimated $6K.
Tradition Wealth Management first reported a position in iShares MSCI Australia ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's iShares MSCI Australia ETF position peaked at $13K in Q4 2021.
181 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.