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

Copia 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
2026
Q2 		$73.6K Sell
1,780
-47
-3% -$1.98K 0.04% 175
2026
Q1 		$72.5K Sell
1,827
-2,359
-56% -$100K 0.05% 164
2025
Q4 		$178K Sell
4,186
-616
-13% -$25.5K 0.13% 110
2025
Q3 		$200K Sell
4,802
-2,695
-36% -$113K 0.15% 94
2025
Q2 		$317K Buy
7,497
+2,467
+49% +$98.5K 0.27% 71
2025
Q1 		$187K Buy
+5,030
New +$180K 0.17% 90

Other funds holding EWG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Copia Wealth Management's EWG Position: Q2 2026 in Review

Copia Wealth Management reduced its iShares MSCI Germany ETF (EWG) stake by 2.6% in Q2 2026, selling an estimated $1.98K and leaving 1,780 shares worth $73.6K. The position accounts for 0.04% of the portfolio, ranked #175.

Copia Wealth Management first reported a position in EWG in Q1 2025 and has held it in 6 quarters since. The position peaked at $317K in Q2 2025. 186 funds tracked by Wall St. Rank hold EWG as of Q2 2026.

  • Copia Wealth Management held 1,780 shares of iShares MSCI Germany ETF worth $73.6K as of Q2 2026.
  • Copia Wealth Management sold 47 iShares MSCI Germany ETF shares in Q2 2026, an estimated $1.98K.
  • iShares MSCI Germany ETF made up 0.04% of Copia Wealth Management's portfolio in Q2 2026, its #175 holding.
  • Copia Wealth Management first reported a position in iShares MSCI Germany ETF in Q1 2025 and has held it in 6 quarters since.
  • Copia Wealth Management's iShares MSCI Germany ETF position peaked at $317K in Q2 2025.
  • 186 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.