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

Valeo 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
2021 Q2	–	Sell	-104	Closed	-$3K	–	922
2021 Q1	$3K	Hold	104	–	–	﹤0.01%	1698
2020 Q4	$2K	Hold	104	–	–	﹤0.01%	1511
2020 Q3	$2K	Hold	104	–	–	﹤0.01%	1399
2020 Q2	$2K	Hold	104	–	–	﹤0.01%	1748
2020 Q1	$2K	Hold	104	–	–	﹤0.01%	1515
2019 Q4	$2K	Hold	104	–	–	﹤0.01%	1448
2019 Q3	$2K	Hold	104	–	–	﹤0.01%	1373
2019 Q2	$2K	Hold	104	–	–	﹤0.01%	1396
2019 Q1	$2K	Hold	104	–	–	﹤0.01%	1347
2018 Q4	$2K	Hold	104	–	–	﹤0.01%	1273
2018 Q3	$2K	Hold	104	–	–	﹤0.01%	1458
2018 Q2	$2K	Hold	104	–	–	﹤0.01%	1336
2018 Q1	$2K	Buy	+104	New	+$2.4K	﹤0.01%	1324

Other funds holding EWA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

Valeo Financial Advisors's EWA Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares MSCI Australia ETF (EWA) in Q2 2021, closing a stake of 104 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in EWA in Q1 2018 and held it in 13 quarters. The position peaked at $3K in Q1 2021. 166 funds tracked by Wall St. Rank hold EWA as of Q2 2021.

Valeo Financial Advisors reported no remaining iShares MSCI Australia ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 104 iShares MSCI Australia ETF shares in Q2 2021, an estimated $3K.
Valeo Financial Advisors first reported a position in iShares MSCI Australia ETF in Q1 2018 and held it in 13 quarters.
Valeo Financial Advisors's iShares MSCI Australia ETF position peaked at $3K in Q1 2021.
166 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.