Ameliora Wealth Management
EWG icon

Ameliora Wealth Management’s iShares MSCI Germany ETF EWG Stock Holding History

Ameliora Wealth Management’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
2026
Q3 		$5.16M Buy
124,854
+2,651
+2% +$113K 1.47% 19
2026
Q2 		$5.06M Sell
122,203
-2,184
-2% -$91.9K 1.5% 21
2026
Q1 		$4.93M Buy
124,387
+17,178
+16% +$728K 1.57% 17
2025
Q4 		$4.56M Buy
107,209
+8,518
+9% +$353K 1.39% 20
2025
Q3 		$4.11M Buy
98,691
+21,316
+28% +$893K 1.37% 19
2025
Q2 		$3.27M Buy
77,375
+73,770
+2,046% +$2.95M 1.17% 23
2025
Q1 		$133K Buy
3,605
+605
+20% +$21.6K 0.05% 118
2024
Q4 		$95.5K Buy
+3,000
New +$97.5K 0.04% 137

Other funds holding EWG

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Securian Asset Management
Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Idaho Trust Bank
Idaho Trust Bank Boise, Idaho $332M AUM 9.28% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $137M AUM 0.07% 1-Year Est. Return

Ameliora Wealth Management's EWG Position: Q3 2026 in Review

Ameliora Wealth Management increased its iShares MSCI Germany ETF (EWG) stake by 2.2% in Q3 2026, buying an estimated $113K and bringing the position to 124,854 shares worth $5.16M. The position accounts for 1.47% of the portfolio, ranked #19.

Ameliora Wealth Management first reported a position in EWG in Q4 2024 and has held it in 8 quarters since. 90 funds tracked by Wall St. Rank hold EWG as of Q3 2026.

  • Ameliora Wealth Management held 124,854 shares of iShares MSCI Germany ETF worth $5.16M as of Q3 2026.
  • Ameliora Wealth Management bought 2,651 iShares MSCI Germany ETF shares in Q3 2026, an estimated $113K.
  • iShares MSCI Germany ETF made up 1.47% of Ameliora Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Ameliora Wealth Management first reported a position in iShares MSCI Germany ETF in Q4 2024 and has held it in 8 quarters since.
  • 90 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q3 2026.

Based on Ameliora Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.