Concord Wealth Partners’s iShares MSCI Germany ETF EWG Stock Holding History

Concord Wealth Partners’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
2022 Q3	–	Sell	-105	Closed	-$2K	–	467
2022 Q2	$2K	Hold	105	–	–	﹤0.01%	1018
2022 Q1	$3K	Buy	105 +19	+22%	+$579	﹤0.01%	1005
2021 Q4	$3K	Hold	86	–	–	﹤0.01%	1044
2021 Q3	$3K	Sell	86 -21	-20%	-$726	﹤0.01%	678
2021 Q2	$4K	Hold	107	–	–	﹤0.01%	764
2021 Q1	$4K	Hold	107	–	–	﹤0.01%	711
2020 Q4	$3K	Buy	+107	New	+$3.21K	﹤0.01%	466

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Concord Wealth Partners's EWG Position: Q3 2022 in Review

Concord Wealth Partners sold out of iShares MSCI Germany ETF (EWG) in Q3 2022, closing a stake of 105 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in EWG in Q4 2020 and held it in 7 quarters. The position peaked at $4K in Q2 2021. 159 funds tracked by Wall St. Rank hold EWG as of Q3 2022.

Concord Wealth Partners reported no remaining iShares MSCI Germany ETF position as of Q3 2022 after selling out during the quarter.
Concord Wealth Partners sold 105 iShares MSCI Germany ETF shares in Q3 2022, an estimated $2K.
Concord Wealth Partners first reported a position in iShares MSCI Germany ETF in Q4 2020 and held it in 7 quarters.
Concord Wealth Partners's iShares MSCI Germany ETF position peaked at $4K in Q2 2021.
159 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.