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Fernwood Investment Management’s iShares MSCI Germany ETF EWG Stock Holding History

Fernwood Investment 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
2019
Q1 		– Sell
-8,340
Closed -$211K – 157
2018
Q4 		$211K Sell
8,340
-6,304
-43% -$170K 0.14% 135
2018
Q3 		$436K Sell
14,644
-2,000
-12% -$60.6K 0.23% 106
2018
Q2 		$499K Sell
16,644
-200
-1% -$6.44K 0.27% 90
2018
Q1 		$540K Hold
16,844
– – 0.3% 80
2017
Q4 		$556K Sell
16,844
-100
-0.6% -$3.29K 0.3% 80
2017
Q3 		$549K Hold
16,944
– – 0.34% 73
2017
Q2 		$513K Hold
16,944
– – 0.37% 75
2017
Q1 		$487K Sell
16,944
-948
-5% -$26.2K 0.39% 68
2016
Q4 		$474K Hold
17,892
– – 0.45% 65
2016
Q3 		$470K Buy
17,892
+900
+5% +$23.1K 0.43% 68
2016
Q2 		$409K Sell
16,992
-1,910
-10% -$48.8K 0.4% 67
2016
Q1 		$486K Sell
18,902
-10,000
-35% -$244K 0.49% 57
2015
Q4 		$757K Hold
28,902
– – 0.65% 46
2015
Q3 		$715K Hold
28,902
– – 0.63% 52
2015
Q2 		$806K Hold
28,902
– – 0.63% 47
2015
Q1 		$862K Sell
28,902
-10
-0% -$287 0.71% 46
2014
Q4 		$792K Hold
28,912
– – 0.67% 46
2014
Q3 		$801K Hold
28,912
– – 0.69% 44
2014
Q2 		$904K Sell
28,912
-415
-1% -$13.1K 0.75% 43
2014
Q1 		$919K Sell
29,327
-13,600
-32% -$420K 0.85% 40
2013
Q4 		$1.36M Buy
+42,927
New +$1.27M 0.91% 35

Other funds holding EWG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Provida Pension Fund Administrator
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fernwood Investment Management's EWG Position: Q1 2019 in Review

Fernwood Investment Management sold out of iShares MSCI Germany ETF (EWG) in Q1 2019, closing a stake of 8,340 shares — an estimated $211K sold.

Fernwood Investment Management first reported a position in EWG in Q4 2013 and held it in 21 quarters. The position peaked at $1.36M in Q4 2013. 181 funds tracked by Wall St. Rank hold EWG as of Q1 2019.

  • Fernwood Investment Management reported no remaining iShares MSCI Germany ETF position as of Q1 2019 after selling out during the quarter.
  • Fernwood Investment Management sold 8,340 iShares MSCI Germany ETF shares in Q1 2019, an estimated $211K.
  • Fernwood Investment Management first reported a position in iShares MSCI Germany ETF in Q4 2013 and held it in 21 quarters.
  • Fernwood Investment Management's iShares MSCI Germany ETF position peaked at $1.36M in Q4 2013.
  • 181 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q1 2019.

Based on Fernwood Investment Management's 13F filing for Q1 2019, filed 6 May 2019.