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Transform Wealth’s iShares MSCI Australia ETF EWA Stock Holding History

Transform Wealth’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
2019
Q3 		– Sell
-9,978
Closed -$224K – 219
2019
Q2 		$224K Buy
+9,978
New +$218K 0.03% 220

Other funds holding EWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Transform Wealth's EWA Position: Q3 2019 in Review

Transform Wealth sold out of iShares MSCI Australia ETF (EWA) in Q3 2019, closing a stake of 9,978 shares — an estimated $224K sold.

Transform Wealth first reported a position in EWA in Q2 2019 and held it in 1 quarter. The position peaked at $224K in Q2 2019. 164 funds tracked by Wall St. Rank hold EWA as of Q3 2019.

  • Transform Wealth reported no remaining iShares MSCI Australia ETF position as of Q3 2019 after selling out during the quarter.
  • Transform Wealth sold 9,978 iShares MSCI Australia ETF shares in Q3 2019, an estimated $224K.
  • Transform Wealth first reported a position in iShares MSCI Australia ETF in Q2 2019 and held it in 1 quarter.
  • Transform Wealth's iShares MSCI Australia ETF position peaked at $224K in Q2 2019.
  • 164 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q3 2019.

Based on Transform Wealth's 13F filing for Q3 2019, filed 24 Oct 2019.