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

BigSur 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 Q2	$2.03M	Hold	49,000	–	–	0.49%	58
2026 Q1	$1.94M	Sell	49,000 -10,180	-17%	-$431K	0.55%	52
2025 Q4	$2.52M	Hold	59,180	–	–	0.61%	50
2025 Q3	$2.46M	Buy	59,180 +7,000	+13%	+$293K	0.6%	48
2025 Q2	$2.21M	Hold	52,180	–	–	0.56%	49
2025 Q1	$1.93M	Buy	52,180 +14,680	+39%	+$524K	0.52%	53
2024 Q4	$1.19M	Hold	37,500	–	–	0.34%	77
2024 Q3	$1.27M	Hold	37,500	–	–	0.35%	74
2024 Q2	$1.15M	Hold	37,500	–	–	0.35%	75
2024 Q1	$1.19M	Hold	37,500	–	–	0.37%	75
2023 Q4	$1.11M	Hold	37,500	–	–	0.53%	53
2023 Q3	$983K	Hold	37,500	–	–	0.5%	59
2023 Q2	$1.07M	Sell	37,500 -6,000	-14%	-$172K	0.51%	53
2023 Q1	$1.24M	Hold	43,500	–	–	0.58%	50
2022 Q4	$1.08M	Sell	43,500 -18,000	-29%	-$419K	0.52%	54
2022 Q3	$1.21M	Sell	61,500 -7,775	-11%	-$173K	0.61%	43
2022 Q2	$1.59M	Hold	69,275	–	–	0.75%	41
2022 Q1	$1.97M	Hold	69,275	–	–	0.77%	36
2021 Q4	$2.29M	Sell	69,275 -1,250	-2%	-$41.5K	0.9%	33
2021 Q3	$2.32M	Sell	70,525 -8,000	-10%	-$276K	1.04%	29
2021 Q2	$2.72M	Hold	78,525	–	–	1.23%	22
2021 Q1	$2.63M	Hold	78,525	–	–	1.35%	19
2020 Q4	$2.5M	Hold	78,525	–	–	1.41%	19
2020 Q3	$2.29M	Hold	78,525	–	–	1.46%	16
2020 Q2	$2.13M	Sell	78,525 -24,000	-23%	-$589K	1.52%	16
2020 Q1	$2.2M	Buy	102,525 +5,000	+5%	+$133K	1.65%	12
2019 Q4	$2.87M	Sell	97,525 -375	-0.4%	-$10.7K	1.62%	14
2019 Q3	$2.63M	Buy	97,900 +1	+0%	+$27	1.77%	9
2019 Q2	$2.75M	Sell	97,899 -1,250	-1%	-$34.9K	1.92%	8
2019 Q1	$2.67M	Buy	99,149 +501	+0.5%	+$13.4K	1.75%	12
2018 Q4	$2.5M	Sell	98,648 -750	-0.8%	-$20.3K	1.78%	11
2018 Q3	$2.96M	Sell	99,398 -600	-0.6%	-$18.2K	1.85%	10
2018 Q2	$3M	Hold	99,998	–	–	2.18%	6
2018 Q1	$3.2M	Buy	99,998 +18,000	+22%	+$599K	2.28%	6
2017 Q4	$2.71M	Hold	81,998	–	–	2.69%	4
2017 Q3	$2.66M	Sell	81,998 -8,455	-9%	-$263K	2.67%	4
2017 Q2	$2.81M	Hold	90,453	–	–	2.85%	4
2017 Q1	$2.75M	Sell	90,453 -1,502	-2%	-$41.6K	2.97%	4
2016 Q4	$2.44M	Buy	+91,955	New	+$2.37M	3.26%	4

Other funds holding EWG

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

HNWA

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

BigSur Wealth Management's EWG Position: Q2 2026 in Review

BigSur Wealth Management held its iShares MSCI Germany ETF (EWG) position steady in Q2 2026 at 49,000 shares worth $2.03M. The position accounts for 0.49% of the portfolio, ranked #58.

BigSur Wealth Management first reported a position in EWG in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.2M in Q1 2018. 23 funds tracked by Wall St. Rank hold EWG as of Q2 2026.

BigSur Wealth Management held 49,000 shares of iShares MSCI Germany ETF worth $2.03M as of Q2 2026.
BigSur Wealth Management left its iShares MSCI Germany ETF share count unchanged in Q2 2026.
iShares MSCI Germany ETF made up 0.49% of BigSur Wealth Management's portfolio in Q2 2026, its #58 holding.
BigSur Wealth Management first reported a position in iShares MSCI Germany ETF in Q4 2016 and has held it in 39 quarters since.
BigSur Wealth Management's iShares MSCI Germany ETF position peaked at $3.2M in Q1 2018.
23 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.