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Evelyn Partners Investment Management (Europe)’s iShares MSCI Germany ETF EWG Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$530K Buy
13,354
+668
+5% +$28.3K 0.18% 63
2025
Q4 		$539K Buy
12,686
+181
+1% +$7.49K 0.17% 63
2025
Q3 		$520K Buy
12,505
+1,392
+13% +$58.3K 0.18% 59
2025
Q2 		$470K Buy
11,113
+3,775
+51% +$151K 0.17% 65
2025
Q1 		$272K Buy
+7,338
New +$262K 0.1% 76

Other funds holding EWG

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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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s EWG Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) increased its iShares MSCI Germany ETF (EWG) stake by 5.3% in Q1 2026, buying an estimated $28.3K and bringing the position to 13,354 shares worth $530K. The position accounts for 0.18% of the portfolio, ranked #63.

Evelyn Partners Investment Management (Europe) first reported a position in EWG in Q1 2025 and has held it in 5 quarters since. The position peaked at $539K in Q4 2025. 209 funds tracked by Wall St. Rank hold EWG as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 13,354 shares of iShares MSCI Germany ETF worth $530K as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) bought 668 iShares MSCI Germany ETF shares in Q1 2026, an estimated $28.3K.
  • iShares MSCI Germany ETF made up 0.18% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #63 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in iShares MSCI Germany ETF in Q1 2025 and has held it in 5 quarters since.
  • Evelyn Partners Investment Management (Europe)'s iShares MSCI Germany ETF position peaked at $539K in Q4 2025.
  • 209 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.