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

Congress 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
2022
Q2 		– Sell
-10,616
Closed -$301K – 570
2022
Q1 		$301K Sell
10,616
-1,198,765
-99% -$36.5M 0.01% 515
2021
Q4 		$39.6M Buy
+1,209,381
New +$40.1M 0.79% 28

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Congress Wealth Management's EWG Position: Q2 2022 in Review

Congress Wealth Management sold out of iShares MSCI Germany ETF (EWG) in Q2 2022, closing a stake of 10,616 shares — an estimated $301K sold.

Congress Wealth Management first reported a position in EWG in Q4 2021 and held it in 2 quarters. The position peaked at $39.6M in Q4 2021. 158 funds tracked by Wall St. Rank hold EWG as of Q2 2022.

  • Congress Wealth Management reported no remaining iShares MSCI Germany ETF position as of Q2 2022 after selling out during the quarter.
  • Congress Wealth Management sold 10,616 iShares MSCI Germany ETF shares in Q2 2022, an estimated $301K.
  • Congress Wealth Management first reported a position in iShares MSCI Germany ETF in Q4 2021 and held it in 2 quarters.
  • Congress Wealth Management's iShares MSCI Germany ETF position peaked at $39.6M in Q4 2021.
  • 158 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q2 2022.

Based on Congress Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.