WealthOne’s iShares MSCI Australia ETF EWA Stock Holding History

WealthOne’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
2019 Q4	–	Sell	-18,579	Closed	-$413K	–	91
2019 Q3	$413K	Buy	+18,579	New	+$411K	0.3%	50

Other funds holding EWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

WealthOne's EWA Position: Q4 2019 in Review

WealthOne sold out of iShares MSCI Australia ETF (EWA) in Q4 2019, closing a stake of 18,579 shares — an estimated $413K sold.

WealthOne first reported a position in EWA in Q3 2019 and held it in 1 quarter. The position peaked at $413K in Q3 2019. 170 funds tracked by Wall St. Rank hold EWA as of Q4 2019.

WealthOne reported no remaining iShares MSCI Australia ETF position as of Q4 2019 after selling out during the quarter.
WealthOne sold 18,579 iShares MSCI Australia ETF shares in Q4 2019, an estimated $413K.
WealthOne first reported a position in iShares MSCI Australia ETF in Q3 2019 and held it in 1 quarter.
WealthOne's iShares MSCI Australia ETF position peaked at $413K in Q3 2019.
170 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q4 2019.

Based on WealthOne's 13F filing for Q4 2019, filed 31 Jan 2020.