Envestnet Portfolio Solutions
EWG icon

Envestnet Portfolio Solutions’s iShares MSCI Germany ETF EWG Stock Holding History

Envestnet Portfolio Solutions’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
2024
Q1 		– Sell
-15,593
Closed -$463K – 1618
2023
Q4 		$463K Sell
15,593
-476
-3% -$13K ﹤0.01% 1086
2023
Q3 		$421K Buy
+16,069
New +$448K ﹤0.01% 1058

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Jane Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return

Envestnet Portfolio Solutions's EWG Position: Q1 2024 in Review

Envestnet Portfolio Solutions sold out of iShares MSCI Germany ETF (EWG) in Q1 2024, closing a stake of 15,593 shares — an estimated $463K sold.

Envestnet Portfolio Solutions first reported a position in EWG in Q3 2023 and held it in 2 quarters. The position peaked at $463K in Q4 2023. 170 funds tracked by Wall St. Rank hold EWG as of Q1 2024.

  • Envestnet Portfolio Solutions reported no remaining iShares MSCI Germany ETF position as of Q1 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 15,593 iShares MSCI Germany ETF shares in Q1 2024, an estimated $463K.
  • Envestnet Portfolio Solutions first reported a position in iShares MSCI Germany ETF in Q3 2023 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's iShares MSCI Germany ETF position peaked at $463K in Q4 2023.
  • 170 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q1 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2024, filed 6 May 2024.