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Evolution Wealth Advisors’s iShares MSCI Germany ETF EWG Stock Holding History

Evolution Wealth Advisors’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
2020
Q1 		– Sell
-4,264
Closed -$125K – 420
2019
Q4 		$125K Buy
+4,264
New +$122K 0.03% 94

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TD Asset Management
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LPL Financial
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
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Evolution Wealth Advisors's EWG Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of iShares MSCI Germany ETF (EWG) in Q1 2020, closing a stake of 4,264 shares — an estimated $125K sold.

Evolution Wealth Advisors first reported a position in EWG in Q4 2019 and held it in 1 quarter. The position peaked at $125K in Q4 2019. 163 funds tracked by Wall St. Rank hold EWG as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining iShares MSCI Germany ETF position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 4,264 iShares MSCI Germany ETF shares in Q1 2020, an estimated $125K.
  • Evolution Wealth Advisors first reported a position in iShares MSCI Germany ETF in Q4 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's iShares MSCI Germany ETF position peaked at $125K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.