Convergent Wealth Advisors’s iShares MSCI Germany ETF EWG Stock Holding History

Convergent Wealth Advisors’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
2015 Q3	$952K	Buy	+38,461	New	+$1.05M	0.22%	28

Other funds holding EWG

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

VIP

Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Convergent Wealth Advisors's EWG Position: Q3 2015 in Review

Convergent Wealth Advisors opened a new position in iShares MSCI Germany ETF (EWG) in Q3 2015: 38,461 shares worth $952K. The stake represents 0.22% of the portfolio and ranks #28 among its holdings.

208 funds tracked by Wall St. Rank hold EWG as of Q3 2015.

Convergent Wealth Advisors held 38,461 shares of iShares MSCI Germany ETF worth $952K as of Q3 2015.
iShares MSCI Germany ETF was a new Convergent Wealth Advisors position in Q3 2015.
iShares MSCI Germany ETF made up 0.22% of Convergent Wealth Advisors's portfolio in Q3 2015, its #28 holding.
208 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q3 2015.

Based on Convergent Wealth Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.