Caldwell Trust’s iShares MSCI Germany ETF EWG Stock Holding History

Caldwell Trust’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 Q3	–	Sell	-27	Closed	-$771	–	724
2023 Q2	$771	Buy	+27	New	+$776	﹤0.01%	741

Other funds holding EWG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Caldwell Trust's EWG Position: Q3 2023 in Review

Caldwell Trust sold out of iShares MSCI Germany ETF (EWG) in Q3 2023, closing a stake of 27 shares — an estimated $771 sold.

Caldwell Trust first reported a position in EWG in Q2 2023 and held it in 1 quarter. The position peaked at $771 in Q2 2023. 165 funds tracked by Wall St. Rank hold EWG as of Q3 2023.

Caldwell Trust reported no remaining iShares MSCI Germany ETF position as of Q3 2023 after selling out during the quarter.
Caldwell Trust sold 27 iShares MSCI Germany ETF shares in Q3 2023, an estimated $771.
Caldwell Trust first reported a position in iShares MSCI Germany ETF in Q2 2023 and held it in 1 quarter.
Caldwell Trust's iShares MSCI Germany ETF position peaked at $771 in Q2 2023.
165 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q3 2023.

Based on Caldwell Trust's 13F filing for Q3 2023, filed 1 Oct 2025.