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 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 $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

AGDI

Absolute Gestao de Investimentos Sao Paulo, Brazil $877M AUM 57.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Waverly Advisors's EWA Position: Q1 2026 in Review

Waverly Advisors reduced its iShares MSCI Australia ETF (EWA) stake by 7.6% in Q1 2026, selling an estimated $28.9K and leaving 12,494 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Waverly Advisors first reported a position in EWA in Q3 2013 and has held it in 9 quarters since. The position peaked at $354K in Q4 2025. 180 funds tracked by Wall St. Rank hold EWA as of Q1 2026.

Waverly Advisors held 12,494 shares of iShares MSCI Australia ETF worth $347K as of Q1 2026.
Waverly Advisors sold 1,029 iShares MSCI Australia ETF shares in Q1 2026, an estimated $28.9K.
iShares MSCI Australia ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1243 holding.
Waverly Advisors first reported a position in iShares MSCI Australia ETF in Q3 2013 and has held it in 9 quarters since.
Waverly Advisors's iShares MSCI Australia ETF position peaked at $354K in Q4 2025.
180 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.