AWM
EWGS

AE Wealth Management’s iShares MSCI Germany Small-Cap ETF EWGS Stock Holding History

AE Wealth Management’s Portfolio EWGS Stock Details EWGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-7,693
Closed -$611K – 1840
2021
Q4 		$611K Sell
7,693
-140
-2% -$11.3K ﹤0.01% 1177
2021
Q3 		$636K Buy
7,833
+400
+5% +$33.3K 0.01% 1059
2021
Q2 		$604K Buy
7,433
+1,235
+20% +$101K 0.01% 1073
2021
Q1 		$480K Buy
+6,198
New +$486K ﹤0.01% 1048

Other funds holding EWGS

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FVCM
F&V Capital Management Boca Raton, Florida $542M AUM 46.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

AE Wealth Management's EWGS Position: Q1 2022 in Review

AE Wealth Management sold out of iShares MSCI Germany Small-Cap ETF (EWGS) in Q1 2022, closing a stake of 7,693 shares — an estimated $611K sold.

AE Wealth Management first reported a position in EWGS in Q1 2021 and held it in 4 quarters. The position peaked at $636K in Q3 2021. 17 funds tracked by Wall St. Rank hold EWGS as of Q1 2022.

  • AE Wealth Management reported no remaining iShares MSCI Germany Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • AE Wealth Management sold 7,693 iShares MSCI Germany Small-Cap ETF shares in Q1 2022, an estimated $611K.
  • AE Wealth Management first reported a position in iShares MSCI Germany Small-Cap ETF in Q1 2021 and held it in 4 quarters.
  • AE Wealth Management's iShares MSCI Germany Small-Cap ETF position peaked at $636K in Q3 2021.
  • 17 funds tracked by Wall St. Rank held iShares MSCI Germany Small-Cap ETF as of Q1 2022.

Based on AE Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.