EWM
EWG icon

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

Elite 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
2014
Q1 		– Sell
-6,806
Closed -$216K – 436
2013
Q4 		$216K Buy
+6,806
New +$201K 0.16% 73

Other funds holding EWG

WIM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Elite Wealth Management's EWG Position: Q1 2014 in Review

Elite Wealth Management sold out of iShares MSCI Germany ETF (EWG) in Q1 2014, closing a stake of 6,806 shares — an estimated $216K sold.

Elite Wealth Management first reported a position in EWG in Q4 2013 and held it in 1 quarter. The position peaked at $216K in Q4 2013. 234 funds tracked by Wall St. Rank hold EWG as of Q1 2014.

  • Elite Wealth Management reported no remaining iShares MSCI Germany ETF position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 6,806 iShares MSCI Germany ETF shares in Q1 2014, an estimated $216K.
  • Elite Wealth Management first reported a position in iShares MSCI Germany ETF in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's iShares MSCI Germany ETF position peaked at $216K in Q4 2013.
  • 234 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.