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

Circle 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
2020
Q2 		– Sell
-43,527
Closed -$935K – 214
2020
Q1 		$935K Buy
+43,527
New +$1.16M 0.18% 66

Other funds holding EWG

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Circle Wealth Management's EWG Position: Q2 2020 in Review

Circle Wealth Management sold out of iShares MSCI Germany ETF (EWG) in Q2 2020, closing a stake of 43,527 shares — an estimated $935K sold.

Circle Wealth Management first reported a position in EWG in Q1 2020 and held it in 1 quarter. The position peaked at $935K in Q1 2020. 178 funds tracked by Wall St. Rank hold EWG as of Q2 2020.

  • Circle Wealth Management reported no remaining iShares MSCI Germany ETF position as of Q2 2020 after selling out during the quarter.
  • Circle Wealth Management sold 43,527 iShares MSCI Germany ETF shares in Q2 2020, an estimated $935K.
  • Circle Wealth Management first reported a position in iShares MSCI Germany ETF in Q1 2020 and held it in 1 quarter.
  • Circle Wealth Management's iShares MSCI Germany ETF position peaked at $935K in Q1 2020.
  • 178 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q2 2020.

Based on Circle Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.