Waverly Advisors’s iShares MSCI Australia ETF EWA Stock Holding History

Waverly 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
2026 Q2	$354K	Buy	12,575 +81	+0.6%	+$2.35K	﹤0.01%	1329
2026 Q1	$347K	Sell	12,494 -1,029	-8%	-$28.9K	﹤0.01%	1243
2025 Q4	$354K	Buy	+13,523	New	+$358K	﹤0.01%	1143
2015 Q4	–	Sell	-400	Closed	-$7K	–	210
2015 Q3	$7K	Hold	400	–	–	﹤0.01%	363
2015 Q2	$8K	Buy	+400	New	+$9.12K	﹤0.01%	290
2015 Q1	–	Sell	-1,021	Closed	-$23K	–	363
2014 Q4	$23K	Hold	1,021	–	–	0.01%	201
2014 Q3	$24K	Buy	1,021 +444	+77%	+$11.7K	0.01%	311
2014 Q2	$15K	Buy	+577	New	+$15.2K	0.01%	374
2014 Q1	–	Sell	-1,755	Closed	-$43K	–	733
2013 Q4	$43K	Buy	1,755 +412	+31%	+$10.5K	0.02%	351
2013 Q3	$34K	Buy	+1,343	New	+$32.3K	0.02%	297

Other funds holding EWA

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

Waverly Advisors's EWA Position: Q2 2026 in Review

Waverly Advisors increased its iShares MSCI Australia ETF (EWA) stake by 0.65% in Q2 2026, buying an estimated $2.35K and bringing the position to 12,575 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Waverly Advisors first reported a position in EWA in Q3 2013 and has held it in 10 quarters since. The position peaked at $354K in Q4 2025. 186 funds tracked by Wall St. Rank hold EWA as of Q2 2026.

Waverly Advisors held 12,575 shares of iShares MSCI Australia ETF worth $354K as of Q2 2026.
Waverly Advisors bought 81 iShares MSCI Australia ETF shares in Q2 2026, an estimated $2.35K.
iShares MSCI Australia ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1329 holding.
Waverly Advisors first reported a position in iShares MSCI Australia ETF in Q3 2013 and has held it in 10 quarters since.
Waverly Advisors's iShares MSCI Australia ETF position peaked at $354K in Q4 2025.
186 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.