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

Baystate 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
2023
Q2 		– Sell
-158
Closed -$4.51K – 1061
2023
Q1 		$4.51K Hold
158
– – ﹤0.01% 703
2022
Q4 		$4K Hold
158
– – ﹤0.01% 705
2022
Q3 		$3K Hold
158
– – ﹤0.01% 696
2022
Q2 		$4K Buy
158
+5
+3% +$130 ﹤0.01% 683
2022
Q1 		$4K Buy
153
+1
+0.7% +$30 ﹤0.01% 672
2021
Q4 		$5K Buy
+152
New +$5.04K ﹤0.01% 645

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Baystate Wealth Management's EWG Position: Q2 2023 in Review

Baystate Wealth Management sold out of iShares MSCI Germany ETF (EWG) in Q2 2023, closing a stake of 158 shares — an estimated $4.51K sold.

Baystate Wealth Management first reported a position in EWG in Q4 2021 and held it in 6 quarters. The position peaked at $5K in Q4 2021. 187 funds tracked by Wall St. Rank hold EWG as of Q2 2023.

  • Baystate Wealth Management reported no remaining iShares MSCI Germany ETF position as of Q2 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 158 iShares MSCI Germany ETF shares in Q2 2023, an estimated $4.51K.
  • Baystate Wealth Management first reported a position in iShares MSCI Germany ETF in Q4 2021 and held it in 6 quarters.
  • Baystate Wealth Management's iShares MSCI Germany ETF position peaked at $5K in Q4 2021.
  • 187 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q2 2023.

Based on Baystate Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.