CX Institutional
EWG icon

CX Institutional’s iShares MSCI Germany ETF EWG Stock Holding History

CX Institutional’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
Q3 		$378K Sell
9,145
-376
-4% -$16.1K 0.01% 545
2026
Q2 		$394K Sell
9,521
-2,719
-22% -$114K 0.01% 533
2026
Q1 		$486K Sell
12,240
-52
-0.4% -$2.2K 0.01% 466
2025
Q4 		$522K Sell
12,292
-97
-0.8% -$4.02K 0.02% 413
2025
Q3 		$515K Sell
12,389
-938
-7% -$39.3K 0.02% 426
2025
Q2 		$564K Sell
13,327
-555
-4% -$22.2K 0.02% 346
2025
Q1 		$515K Sell
13,882
-104,259
-88% -$3.72M 0.02% 351
2024
Q4 		$3.76M Sell
118,141
-382,219
-76% -$12.4M 0.15% 145
2024
Q3 		$16.9M Buy
500,360
+20,881
+4% +$660K 0.75% 31
2024
Q2 		$14.7M Buy
479,479
+3,132
+0.7% +$97.9K 0.69% 38
2024
Q1 		$15.1M Buy
476,347
+124,682
+35% +$3.74M 0.73% 35
2023
Q4 		$10.4M Sell
351,665
-188,578
-35% -$5.14M 0.56% 49
2023
Q3 		$14.2M Buy
540,243
+107,089
+25% +$2.98M 0.78% 39
2023
Q2 		$12.4M Buy
+433,154
New +$12.4M 0.64% 43
2022
Q4 		– Sell
-253,996
Closed -$5.01M – 520
2022
Q3 		$5.01M Buy
253,996
+121,623
+92% +$2.71M 0.35% 75
2022
Q2 		$3.05M Sell
132,373
-4,652
-3% -$121K 0.23% 110
2022
Q1 		$3.89M Sell
137,025
-6,313
-4% -$192K 0.31% 89
2021
Q4 		$4.7M Buy
143,338
+2,476
+2% +$82.1K 0.37% 81
2021
Q3 		$4.64M Sell
140,862
-2,522
-2% -$87.1K 0.38% 73
2021
Q2 		$4.96M Buy
143,384
+3,509
+3% +$123K 0.41% 69
2021
Q1 		$4.68M Buy
139,875
+43,491
+45% +$1.42M 0.42% 69
2020
Q4 		$3.06M Buy
+96,384
New +$2.89M 0.3% 91

Other funds holding EWG

Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $137M AUM 0.07% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return
FVCM
F&V Capital Management Boca Raton, Florida $561M AUM 35.73% 1-Year Est. Return

CX Institutional's EWG Position: Q3 2026 in Review

CX Institutional reduced its iShares MSCI Germany ETF (EWG) stake by 3.9% in Q3 2026, selling an estimated $16.1K and leaving 9,145 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #545.

CX Institutional first reported a position in EWG in Q4 2020 and has held it in 22 quarters since. The position peaked at $16.9M in Q3 2024. 35 funds tracked by Wall St. Rank hold EWG as of Q3 2026.

  • CX Institutional held 9,145 shares of iShares MSCI Germany ETF worth $378K as of Q3 2026.
  • CX Institutional sold 376 iShares MSCI Germany ETF shares in Q3 2026, an estimated $16.1K.
  • iShares MSCI Germany ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #545 holding.
  • CX Institutional first reported a position in iShares MSCI Germany ETF in Q4 2020 and has held it in 22 quarters since.
  • CX Institutional's iShares MSCI Germany ETF position peaked at $16.9M in Q3 2024.
  • 35 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.