WP
EWA icon

WealthPLAN Partners’s iShares MSCI Australia ETF EWA Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$2.39K Sell
115
-199
-63% -$4.07K ﹤0.01% 831
2016
Q2 		$3.06K Buy
+314
New +$6.13K ﹤0.01% 2132

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's EWA Position: Q3 2016 in Review

WealthPLAN Partners reduced its iShares MSCI Australia ETF (EWA) stake by 63% in Q3 2016, selling an estimated $4.07K and leaving 115 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

WealthPLAN Partners first reported a position in EWA in Q2 2016 and has held it in 2 quarters since. The position peaked at $3.06K in Q2 2016. 168 funds tracked by Wall St. Rank hold EWA as of Q3 2016.

  • WealthPLAN Partners held 115 shares of iShares MSCI Australia ETF worth $2.39K as of Q3 2016.
  • WealthPLAN Partners sold 199 iShares MSCI Australia ETF shares in Q3 2016, an estimated $4.07K.
  • iShares MSCI Australia ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #831 holding.
  • WealthPLAN Partners first reported a position in iShares MSCI Australia ETF in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's iShares MSCI Australia ETF position peaked at $3.06K in Q2 2016.
  • 168 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.