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Concentrum Wealth Management’s iShares MSCI Netherlands ETF EWN Stock Holding History

Concentrum Wealth Management’s Portfolio EWN Stock Details EWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,956
Closed -$550K – 64
2021
Q4 		$550K Sell
10,956
-126
-1% -$6.38K 0.29% 40
2021
Q3 		$546K Buy
11,082
+1,084
+11% +$55K 0.34% 32
2021
Q2 		$484K Buy
9,998
+4,876
+95% +$237K 0.31% 33
2021
Q1 		$236K Buy
+5,122
New +$227K 0.18% 45

Other funds holding EWN

OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
H6H
Hightower 6M Holding Wichita, Kansas $1.11B AUM
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Concentrum Wealth Management's EWN Position: Q1 2022 in Review

Concentrum Wealth Management sold out of iShares MSCI Netherlands ETF (EWN) in Q1 2022, closing a stake of 10,956 shares — an estimated $550K sold.

Concentrum Wealth Management first reported a position in EWN in Q1 2021 and held it in 4 quarters. The position peaked at $550K in Q4 2021. 66 funds tracked by Wall St. Rank hold EWN as of Q1 2022.

  • Concentrum Wealth Management reported no remaining iShares MSCI Netherlands ETF position as of Q1 2022 after selling out during the quarter.
  • Concentrum Wealth Management sold 10,956 iShares MSCI Netherlands ETF shares in Q1 2022, an estimated $550K.
  • Concentrum Wealth Management first reported a position in iShares MSCI Netherlands ETF in Q1 2021 and held it in 4 quarters.
  • Concentrum Wealth Management's iShares MSCI Netherlands ETF position peaked at $550K in Q4 2021.
  • 66 funds tracked by Wall St. Rank held iShares MSCI Netherlands ETF as of Q1 2022.

Based on Concentrum Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.