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

Avior 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
2024
Q2 		– Sell
-983
Closed -$31.2K – 2735
2024
Q1 		$31.2K Hold
983
– – ﹤0.01% 1422
2023
Q4 		$29.2K Hold
983
– – ﹤0.01% 824
2023
Q3 		$25.8K Hold
983
– – ﹤0.01% 905
2023
Q2 		$28.1K Buy
983
+26
+3% +$747 ﹤0.01% 873
2023
Q1 		$27.3K Buy
+957
New +$26.4K ﹤0.01% 898
2022
Q4 		– Sell
-170
Closed -$3K – 1296
2022
Q3 		$3K Buy
+170
New +$3.79K ﹤0.01% 979

Other funds holding EWG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Avior Wealth Management's EWG Position: Q2 2024 in Review

Avior Wealth Management sold out of iShares MSCI Germany ETF (EWG) in Q2 2024, closing a stake of 983 shares — an estimated $31.2K sold.

Avior Wealth Management first reported a position in EWG in Q3 2022 and held it in 6 quarters. The position peaked at $31.2K in Q1 2024. 172 funds tracked by Wall St. Rank hold EWG as of Q2 2024.

  • Avior Wealth Management reported no remaining iShares MSCI Germany ETF position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 983 iShares MSCI Germany ETF shares in Q2 2024, an estimated $31.2K.
  • Avior Wealth Management first reported a position in iShares MSCI Germany ETF in Q3 2022 and held it in 6 quarters.
  • Avior Wealth Management's iShares MSCI Germany ETF position peaked at $31.2K in Q1 2024.
  • 172 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.