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Evelyn Partners Asset Management’s iShares MSCI Germany ETF EWG Stock Holding History

Evelyn Partners Asset 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
Q1 		– Sell
-117,464
Closed -$4.99M – 309
2025
Q4 		$4.99M Buy
117,464
+14,800
+14% +$613K 1.17% 33
2025
Q3 		$4.27M Buy
+102,664
New +$4.3M 0.96% 35

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Wells Fargo
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RP
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OMC
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Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FTUS
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Evelyn Partners Asset Management's EWG Position: Q1 2026 in Review

Evelyn Partners Asset Management sold out of iShares MSCI Germany ETF (EWG) in Q1 2026, closing a stake of 117,464 shares — an estimated $4.99M sold.

Evelyn Partners Asset Management first reported a position in EWG in Q3 2025 and held it in 2 quarters. The position peaked at $4.99M in Q4 2025. 208 funds tracked by Wall St. Rank hold EWG as of Q1 2026.

  • Evelyn Partners Asset Management reported no remaining iShares MSCI Germany ETF position as of Q1 2026 after selling out during the quarter.
  • Evelyn Partners Asset Management sold 117,464 iShares MSCI Germany ETF shares in Q1 2026, an estimated $4.99M.
  • Evelyn Partners Asset Management first reported a position in iShares MSCI Germany ETF in Q3 2025 and held it in 2 quarters.
  • Evelyn Partners Asset Management's iShares MSCI Germany ETF position peaked at $4.99M in Q4 2025.
  • 208 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.