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

Evelyn Partners Investment Management Services’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 		$10.3K Sell
259
-29,079
-99% -$1.23M ﹤0.01% 253
2025
Q4 		$1.25M Buy
29,338
+9,728
+50% +$403K 0.16% 80
2025
Q3 		$816K Buy
+19,610
New +$821K 0.11% 90

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Evelyn Partners Investment Management Services's EWG Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its iShares MSCI Germany ETF (EWG) stake by 99% in Q1 2026, selling an estimated $1.23M and leaving 259 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Evelyn Partners Investment Management Services first reported a position in EWG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q4 2025. 208 funds tracked by Wall St. Rank hold EWG as of Q1 2026.

  • Evelyn Partners Investment Management Services held 259 shares of iShares MSCI Germany ETF worth $10.3K as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 29,079 iShares MSCI Germany ETF shares in Q1 2026, an estimated $1.23M.
  • iShares MSCI Germany ETF made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #253 holding.
  • Evelyn Partners Investment Management Services first reported a position in iShares MSCI Germany ETF in Q3 2025 and has held it in 3 quarters since.
  • Evelyn Partners Investment Management Services's iShares MSCI Germany ETF position peaked at $1.25M in Q4 2025.
  • 208 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q1 2026.

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