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

Freedom 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
2023 Q2	–	Sell	-7,714	Closed	-$220K	–	721
2023 Q1	$220K	Buy	+7,714	New	+$213K	0.02%	633
2021 Q4	–	Sell	-9,484	Closed	-$312K	–	871
2021 Q3	$312K	Buy	9,484 +53	+0.6%	+$1.83K	0.02%	623
2021 Q2	$326K	Sell	9,431 -847	-8%	-$29.8K	0.02%	663
2021 Q1	$344K	Buy	+10,278	New	+$335K	0.03%	639
2020 Q4	–	Sell	-14,816	Closed	-$432K	–	628
2020 Q3	$432K	Sell	14,816 -2,620	-15%	-$76.8K	0.05%	318
2020 Q2	$473K	Buy	+17,436	New	+$428K	0.05%	287
2020 Q1	–	Sell	-29,627	Closed	-$871K	–	682
2019 Q4	$871K	Buy	+29,627	New	+$845K	0.08%	223
2017 Q4	–	Sell	-63,473	Closed	-$2.06M	–	1142
2017 Q3	$2.06M	Sell	63,473 -8,934	-12%	-$278K	0.11%	136
2017 Q2	$2.19M	Buy	+72,407	New	+$2.19M	0.12%	113
2017 Q1	–	Sell	-114,668	Closed	-$3.04M	–	1071
2016 Q4	$3.04M	Buy	+114,668	New	+$2.95M	0.19%	54
2016 Q1	–	Sell	-74,766	Closed	-$1.96M	–	843
2015 Q4	$1.96M	Buy	+74,766	New	+$1.98M	0.15%	85
2015 Q2	–	Sell	-41,635	Closed	-$1.24M	–	692
2015 Q1	$1.24M	Buy	+41,635	New	+$1.2M	0.14%	107
2014 Q1	–	Sell	-33,898	Closed	-$1.08M	–	446
2013 Q4	$1.08M	Buy	+33,898	New	+$1M	0.27%	57

Other funds holding EWG

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Freedom Investment Management's EWG Position: Q2 2023 in Review

Freedom Investment Management sold out of iShares MSCI Germany ETF (EWG) in Q2 2023, closing a stake of 7,714 shares — an estimated $220K sold.

Freedom Investment Management first reported a position in EWG in Q4 2013 and held it in 13 quarters. The position peaked at $3.04M in Q4 2016. 187 funds tracked by Wall St. Rank hold EWG as of Q2 2023.

Freedom Investment Management reported no remaining iShares MSCI Germany ETF position as of Q2 2023 after selling out during the quarter.
Freedom Investment Management sold 7,714 iShares MSCI Germany ETF shares in Q2 2023, an estimated $220K.
Freedom Investment Management first reported a position in iShares MSCI Germany ETF in Q4 2013 and held it in 13 quarters.
Freedom Investment Management's iShares MSCI Germany ETF position peaked at $3.04M in Q4 2016.
187 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q2 2023.

Based on Freedom Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.