WA
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WFG Advisors’s iShares MSCI Australia ETF EWA Stock Holding History

WFG 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
2017
Q2 		$12K Buy
564
+347
+160% +$7.62K ﹤0.01% 1083
2017
Q1 		$5K Sell
217
-500
-70% -$10.9K ﹤0.01% 1211
2016
Q4 		$15K Sell
717
-1,035
-59% -$21.3K ﹤0.01% 1000
2016
Q3 		$37K Sell
1,752
-11
-0.6% -$225 0.01% 777
2016
Q2 		$34K Buy
1,763
+7
+0.4% +$137 0.01% 796
2016
Q1 		$34K Sell
1,756
-4,791
-73% -$86.2K 0.01% 763
2015
Q4 		$124K Buy
6,547
+51
+0.8% +$965 0.04% 414
2015
Q3 		$116K Sell
6,496
-222
-3% -$4.35K 0.04% 427
2015
Q2 		$141K Hold
6,718
– – 0.04% 432
2015
Q1 		$154K Hold
6,718
– – 0.04% 415
2014
Q4 		$149K Buy
6,718
+19
+0.3% +$452 0.03% 527
2014
Q3 		$160K Buy
6,699
+9
+0.1% +$237 0.03% 506
2014
Q2 		$175K Buy
6,690
+3,326
+99% +$87.9K 0.03% 479
2014
Q1 		$87K Buy
3,364
+1,912
+132% +$46.7K 0.02% 690
2013
Q4 		$35K Sell
1,452
-1,556
-52% -$39.8K 0.01% 1128
2013
Q3 		$76K Buy
3,008
+16
+0.5% +$385 0.01% 786
2013
Q2 		$68K Buy
+2,992
New +$77.2K 0.01% 774

Other funds holding EWA

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WFG Advisors's EWA Position: Q2 2017 in Review

WFG Advisors increased its iShares MSCI Australia ETF (EWA) stake by 160% in Q2 2017, buying an estimated $7.62K and bringing the position to 564 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

WFG Advisors first reported a position in EWA in Q2 2013 and has held it in 17 quarters since. The position peaked at $175K in Q2 2014. 179 funds tracked by Wall St. Rank hold EWA as of Q2 2017.

  • WFG Advisors held 564 shares of iShares MSCI Australia ETF worth $12K as of Q2 2017.
  • WFG Advisors bought 347 iShares MSCI Australia ETF shares in Q2 2017, an estimated $7.62K.
  • iShares MSCI Australia ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1083 holding.
  • WFG Advisors first reported a position in iShares MSCI Australia ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's iShares MSCI Australia ETF position peaked at $175K in Q2 2014.
  • 179 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.