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

Centric 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 		$207K Hold
4,980
– – 0.03% 201
2026
Q1 		$207K Sell
4,980
-377
-7% -$16K 0.04% 195
2025
Q4 		$233K Sell
5,357
-23
-0.4% -$952 0.05% 176
2025
Q3 		$219K Buy
5,380
+22
+0.4% +$922 0.05% 179
2025
Q2 		$227K Buy
+5,358
New +$214K 0.05% 171
2024
Q4 		– Sell
-6,386
Closed -$204K – 173
2024
Q3 		$204K Buy
+6,386
New +$202K 0.05% 167

Other funds holding EWG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

Centric Wealth Management held its iShares MSCI Germany ETF (EWG) position steady in Q2 2026 at 4,980 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #201.

Centric Wealth Management first reported a position in EWG in Q3 2024 and has held it in 6 quarters since. The position peaked at $233K in Q4 2025. 186 funds tracked by Wall St. Rank hold EWG as of Q2 2026.

  • Centric Wealth Management held 4,980 shares of iShares MSCI Germany ETF worth $207K as of Q2 2026.
  • Centric Wealth Management left its iShares MSCI Germany ETF share count unchanged in Q2 2026.
  • iShares MSCI Germany ETF made up 0.03% of Centric Wealth Management's portfolio in Q2 2026, its #201 holding.
  • Centric Wealth Management first reported a position in iShares MSCI Germany ETF in Q3 2024 and has held it in 6 quarters since.
  • Centric Wealth Management's iShares MSCI Germany ETF position peaked at $233K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.