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AE Wealth Management’s iShares MSCI France ETF EWQ Stock Holding History

AE Wealth Management’s Portfolio EWQ Stock Details EWQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-28,110
Closed -$1M – 2091
2023
Q3 		$1M Buy
28,110
+58
+0.2% +$2.18K 0.01% 1095
2023
Q2 		$1.08M Buy
28,052
+12,464
+80% +$479K 0.01% 1060
2023
Q1 		$589K Buy
+15,588
New +$568K ﹤0.01% 1267

Other funds holding EWQ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AE Wealth Management's EWQ Position: Q4 2023 in Review

AE Wealth Management sold out of iShares MSCI France ETF (EWQ) in Q4 2023, closing a stake of 28,110 shares — an estimated $1M sold.

AE Wealth Management first reported a position in EWQ in Q1 2023 and held it in 3 quarters. The position peaked at $1.08M in Q2 2023. 112 funds tracked by Wall St. Rank hold EWQ as of Q4 2023.

  • AE Wealth Management reported no remaining iShares MSCI France ETF position as of Q4 2023 after selling out during the quarter.
  • AE Wealth Management sold 28,110 iShares MSCI France ETF shares in Q4 2023, an estimated $1M.
  • AE Wealth Management first reported a position in iShares MSCI France ETF in Q1 2023 and held it in 3 quarters.
  • AE Wealth Management's iShares MSCI France ETF position peaked at $1.08M in Q2 2023.
  • 112 funds tracked by Wall St. Rank held iShares MSCI France ETF as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.