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Briaud Financial Planning’s iShares MSCI Germany ETF EWG Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-434
Closed -$18K – 113
2025
Q2 		$18K Buy
+434
New +$17.3K 0.01% 187

Other funds holding EWG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Briaud Financial Planning's EWG Position: Q3 2025 in Review

Briaud Financial Planning sold out of iShares MSCI Germany ETF (EWG) in Q3 2025, closing a stake of 434 shares — an estimated $18K sold.

Briaud Financial Planning first reported a position in EWG in Q2 2025 and held it in 1 quarter. The position peaked at $18K in Q2 2025. 244 funds tracked by Wall St. Rank hold EWG as of Q3 2025.

  • Briaud Financial Planning reported no remaining iShares MSCI Germany ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 434 iShares MSCI Germany ETF shares in Q3 2025, an estimated $18K.
  • Briaud Financial Planning first reported a position in iShares MSCI Germany ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's iShares MSCI Germany ETF position peaked at $18K in Q2 2025.
  • 244 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.