Triad Financial Advisors’s iShares MSCI Australia ETF EWA Stock Holding History

Triad Financial 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
2023 Q2	–	Sell	-10,457	Closed	-$240K	–	97
2023 Q1	$240K	Sell	10,457 -38	-0.4%	-$889	0.1%	86
2022 Q4	$233K	Sell	10,495 -37	-0.4%	-$804	0.1%	95
2022 Q3	$207K	Sell	10,532 -2	-0%	-$43	0.11%	99
2022 Q2	$224K	Hold	10,534	–	–	0.12%	93
2022 Q1	$278K	Sell	10,534 -58	-0.5%	-$1.42K	0.15%	81
2021 Q4	$263K	Buy	+10,592	New	+$270K	0.16%	100

Other funds holding EWA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Triad Financial Advisors's EWA Position: Q2 2023 in Review

Triad Financial Advisors sold out of iShares MSCI Australia ETF (EWA) in Q2 2023, closing a stake of 10,457 shares — an estimated $240K sold.

Triad Financial Advisors first reported a position in EWA in Q4 2021 and held it in 6 quarters. The position peaked at $278K in Q1 2022. 188 funds tracked by Wall St. Rank hold EWA as of Q2 2023.

Triad Financial Advisors reported no remaining iShares MSCI Australia ETF position as of Q2 2023 after selling out during the quarter.
Triad Financial Advisors sold 10,457 iShares MSCI Australia ETF shares in Q2 2023, an estimated $240K.
Triad Financial Advisors first reported a position in iShares MSCI Australia ETF in Q4 2021 and held it in 6 quarters.
Triad Financial Advisors's iShares MSCI Australia ETF position peaked at $278K in Q1 2022.
188 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2023.

Based on Triad Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.