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

United Capital 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
2020
Q1 		– Sell
-9,440
Closed -$214K – 1244
2019
Q4 		$214K Sell
9,440
-1,969
-17% -$44.3K ﹤0.01% 1260
2019
Q3 		$254K Sell
11,409
-2,106
-16% -$46.6K ﹤0.01% 1125
2019
Q2 		$305K Sell
13,515
-7,742
-36% -$170K ﹤0.01% 1205
2019
Q1 		$454K Sell
21,257
-2,938
-12% -$61.2K ﹤0.01% 1009
2018
Q4 		$466K Sell
24,195
-83,583
-78% -$1.72M ﹤0.01% 942
2018
Q3 		$2.38M Sell
107,778
-1,414,952
-93% -$31.8M 0.02% 567
2018
Q2 		$34.4M Sell
1,522,730
-64,741
-4% -$1.46M 0.26% 87
2018
Q1 		$35M Buy
1,587,471
+228,598
+17% +$5.27M 0.27% 84
2017
Q4 		$31.5M Sell
1,358,873
-169,287
-11% -$3.86M 0.25% 93
2017
Q3 		$34.3M Buy
1,528,160
+219,045
+17% +$4.93M 0.29% 73
2017
Q2 		$28.4M Sell
1,309,115
-251,424
-16% -$5.52M 0.25% 92
2017
Q1 		$35.3M Sell
1,560,539
-72,105
-4% -$1.57M 0.33% 66
2016
Q4 		$33M Buy
+1,632,644
New +$33.6M 0.32% 67

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

United Capital Financial Advisors's EWA Position: Q1 2020 in Review

United Capital Financial Advisors sold out of iShares MSCI Australia ETF (EWA) in Q1 2020, closing a stake of 9,440 shares — an estimated $214K sold.

United Capital Financial Advisors first reported a position in EWA in Q4 2016 and held it in 13 quarters. The position peaked at $35.3M in Q1 2017. 144 funds tracked by Wall St. Rank hold EWA as of Q1 2020.

  • United Capital Financial Advisors reported no remaining iShares MSCI Australia ETF position as of Q1 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 9,440 iShares MSCI Australia ETF shares in Q1 2020, an estimated $214K.
  • United Capital Financial Advisors first reported a position in iShares MSCI Australia ETF in Q4 2016 and held it in 13 quarters.
  • United Capital Financial Advisors's iShares MSCI Australia ETF position peaked at $35.3M in Q1 2017.
  • 144 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.