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Vontobel Swiss Wealth Advisors’s iShares MSCI Australia ETF EWA Stock Holding History

Vontobel Swiss Wealth 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
-9,745
Closed -$221K – 88
2019
Q4 		$221K Sell
9,745
-7,128
-42% -$160K 0.14% 92
2019
Q3 		$375K Buy
+16,873
New +$373K 0.24% 75
2017
Q4 		– Sell
-44,364
Closed -$882K – 87
2017
Q3 		$882K Sell
44,364
-1,165
-3% -$26.2K 0.54% 36
2017
Q2 		$987K Sell
45,529
-171,853
-79% -$3.77M 0.63% 35
2017
Q1 		$4.92M Buy
+217,382
New +$4.74M 2.66% 14

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

Vontobel Swiss Wealth Advisors's EWA Position: Q1 2020 in Review

Vontobel Swiss Wealth Advisors sold out of iShares MSCI Australia ETF (EWA) in Q1 2020, closing a stake of 9,745 shares — an estimated $221K sold.

Vontobel Swiss Wealth Advisors first reported a position in EWA in Q1 2017 and held it in 5 quarters. The position peaked at $4.92M in Q1 2017. 144 funds tracked by Wall St. Rank hold EWA as of Q1 2020.

  • Vontobel Swiss Wealth Advisors reported no remaining iShares MSCI Australia ETF position as of Q1 2020 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 9,745 iShares MSCI Australia ETF shares in Q1 2020, an estimated $221K.
  • Vontobel Swiss Wealth Advisors first reported a position in iShares MSCI Australia ETF in Q1 2017 and held it in 5 quarters.
  • Vontobel Swiss Wealth Advisors's iShares MSCI Australia ETF position peaked at $4.92M in Q1 2017.
  • 144 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2020, filed 6 May 2020.