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

BerganKDV 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
Q2 		– Sell
-205
Closed -$7.75K – 940
2023
Q1 		$7.75K Buy
+205
New +$7.47K ﹤0.01% 635

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BerganKDV Wealth Management's EWQ Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of iShares MSCI France ETF (EWQ) in Q2 2023, closing a stake of 205 shares — an estimated $7.75K sold.

BerganKDV Wealth Management first reported a position in EWQ in Q1 2023 and held it in 1 quarter. The position peaked at $7.75K in Q1 2023. 118 funds tracked by Wall St. Rank hold EWQ as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining iShares MSCI France ETF position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 205 iShares MSCI France ETF shares in Q2 2023, an estimated $7.75K.
  • BerganKDV Wealth Management first reported a position in iShares MSCI France ETF in Q1 2023 and held it in 1 quarter.
  • BerganKDV Wealth Management's iShares MSCI France ETF position peaked at $7.75K in Q1 2023.
  • 118 funds tracked by Wall St. Rank held iShares MSCI France ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.