Gupta Wealth Management’s iShares MSCI Germany ETF EWG Stock Holding History

Gupta Wealth 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
2016 Q1	$107K	Hold	4,162	–	–	0.03%	319
2015 Q4	$109K	Sell	4,162 -1,218	-23%	-$32.3K	0.03%	312
2015 Q3	$133K	Sell	5,380 -2,372	-31%	-$64.5K	0.03%	303
2015 Q2	$216K	Buy	7,752 +3,366	+77%	+$100K	0.05%	246
2015 Q1	$131K	Buy	+4,386	New	+$126K	0.04%	272

Other funds holding EWG

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VIP

Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Gupta Wealth Management's EWG Position: Q1 2016 in Review

Gupta Wealth Management held its iShares MSCI Germany ETF (EWG) position steady in Q1 2016 at 4,162 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #319.

Gupta Wealth Management first reported a position in EWG in Q1 2015 and has held it in 5 quarters since. The position peaked at $216K in Q2 2015. 189 funds tracked by Wall St. Rank hold EWG as of Q1 2016.

Gupta Wealth Management held 4,162 shares of iShares MSCI Germany ETF worth $107K as of Q1 2016.
Gupta Wealth Management left its iShares MSCI Germany ETF share count unchanged in Q1 2016.
iShares MSCI Germany ETF made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #319 holding.
Gupta Wealth Management first reported a position in iShares MSCI Germany ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's iShares MSCI Germany ETF position peaked at $216K in Q2 2015.
189 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.