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Bartlett & Co Wealth Management’s iShares MSCI Germany ETF EWG Stock Holding History

Bartlett & Co 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
2022
Q4 		– Sell
-1,565
Closed -$30.9K – 1132
2022
Q3 		$30.9K Hold
1,565
– – ﹤0.01% 642
2022
Q2 		$36K Hold
1,565
– – ﹤0.01% 629
2022
Q1 		$44.4K Buy
+1,565
New +$47.7K ﹤0.01% 596
2020
Q4 		– Sell
-249
Closed -$7.25K – 1209
2020
Q3 		$7.25K Buy
+249
New +$7.3K ﹤0.01% 707

Other funds holding EWG

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Bartlett & Co Wealth Management's EWG Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of iShares MSCI Germany ETF (EWG) in Q4 2022, closing a stake of 1,565 shares — an estimated $30.9K sold.

Bartlett & Co Wealth Management first reported a position in EWG in Q3 2020 and held it in 4 quarters. The position peaked at $44.4K in Q1 2022. 165 funds tracked by Wall St. Rank hold EWG as of Q4 2022.

  • Bartlett & Co Wealth Management reported no remaining iShares MSCI Germany ETF position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,565 iShares MSCI Germany ETF shares in Q4 2022, an estimated $30.9K.
  • Bartlett & Co Wealth Management first reported a position in iShares MSCI Germany ETF in Q3 2020 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's iShares MSCI Germany ETF position peaked at $44.4K in Q1 2022.
  • 165 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.