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Vertex Investment Solutions’s iShares MSCI Australia ETF EWA Stock Holding History

Vertex Investment Solutions’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
2026
Q2 		$1.69M Buy
+60,000
New +$1.74M 1.14% 19
2026
Q1 		– Sell
-37,000
Closed -$980K – 26
2025
Q4 		$980K Buy
+37,000
New +$979K 0.97% 17

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Vertex Investment Solutions's EWA Position: Q2 2026 in Review

Vertex Investment Solutions opened a new position in iShares MSCI Australia ETF (EWA) in Q2 2026: 60,000 shares worth $1.69M. The stake represents 1.14% of the portfolio and ranks #19 among its holdings. This is a return to the name: Vertex Investment Solutions previously reported a position in EWA as recently as Q4 2025.

Vertex Investment Solutions first reported a position in EWA in Q4 2025 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold EWA as of Q2 2026.

  • Vertex Investment Solutions held 60,000 shares of iShares MSCI Australia ETF worth $1.69M as of Q2 2026.
  • iShares MSCI Australia ETF was a new Vertex Investment Solutions position in Q2 2026.
  • iShares MSCI Australia ETF made up 1.14% of Vertex Investment Solutions's portfolio in Q2 2026, its #19 holding.
  • Vertex Investment Solutions first reported a position in iShares MSCI Australia ETF in Q4 2025 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2026.

Based on Vertex Investment Solutions's 13F filing for Q2 2026, filed 15 Jul 2026.