CAS
EWGS

Coppell Advisory Solutions’s iShares MSCI Germany Small-Cap ETF EWGS Stock Holding History

Coppell Advisory Solutions’s Portfolio EWGS Stock Details EWGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,149
Closed -$117K – 1604
2023
Q2 		$117K Buy
+4,149
New +$253K 0.03% 246

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FIA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Coppell Advisory Solutions's EWGS Position: Q3 2023 in Review

Coppell Advisory Solutions sold out of iShares MSCI Germany Small-Cap ETF (EWGS) in Q3 2023, closing a stake of 4,149 shares — an estimated $117K sold.

Coppell Advisory Solutions first reported a position in EWGS in Q2 2023 and held it in 1 quarter. The position peaked at $117K in Q2 2023. 12 funds tracked by Wall St. Rank hold EWGS as of Q3 2023.

  • Coppell Advisory Solutions reported no remaining iShares MSCI Germany Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 4,149 iShares MSCI Germany Small-Cap ETF shares in Q3 2023, an estimated $117K.
  • Coppell Advisory Solutions first reported a position in iShares MSCI Germany Small-Cap ETF in Q2 2023 and held it in 1 quarter.
  • Coppell Advisory Solutions's iShares MSCI Germany Small-Cap ETF position peaked at $117K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held iShares MSCI Germany Small-Cap ETF as of Q3 2023.

Based on Coppell Advisory Solutions's 13F filing for Q3 2023, filed 14 Nov 2023.