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Acorn Wealth Advisors’s iShares MSCI Germany ETF EWG Stock Holding History

Acorn Wealth Advisors’s Portfolio EWG Stock Details EWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-767
Closed -$23K – 206
2018
Q2 		$23K Hold
767
– – 0.02% 368
2018
Q1 		$25K Hold
767
– – 0.02% 360
2017
Q4 		$26K Buy
+767
New +$25.3K 0.02% 343

Other funds holding EWG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Acorn Wealth Advisors's EWG Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of iShares MSCI Germany ETF (EWG) in Q3 2018, closing a stake of 767 shares — an estimated $23K sold.

Acorn Wealth Advisors first reported a position in EWG in Q4 2017 and held it in 3 quarters. The position peaked at $26K in Q4 2017. 198 funds tracked by Wall St. Rank hold EWG as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining iShares MSCI Germany ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 767 iShares MSCI Germany ETF shares in Q3 2018, an estimated $23K.
  • Acorn Wealth Advisors first reported a position in iShares MSCI Germany ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's iShares MSCI Germany ETF position peaked at $26K in Q4 2017.
  • 198 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.