HHRDM
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H&H Retirement Design & Management’s iShares MSCI Germany ETF EWG Stock Holding History

H&H Retirement Design & 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
Q1 		– Sell
-44,344
Closed -$1.23M – 65
2022
Q4 		$1.23M Buy
44,344
+781
+2% +$18.2K 1.04% 26
2022
Q3 		$876K Sell
43,563
-8,433
-16% -$188K 0.83% 30
2022
Q2 		$1.23M Sell
51,996
-6,434
-11% -$168K 0.9% 30
2022
Q1 		$1.62M Buy
58,430
+7,274
+14% +$222K 1.1% 24
2021
Q4 		$1.5M Buy
+51,156
New +$1.7M 0.95% 30

Other funds holding EWG

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

H&H Retirement Design & Management's EWG Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of iShares MSCI Germany ETF (EWG) in Q1 2023, closing a stake of 44,344 shares — an estimated $1.23M sold.

H&H Retirement Design & Management first reported a position in EWG in Q4 2021 and held it in 5 quarters. The position peaked at $1.62M in Q1 2022. 185 funds tracked by Wall St. Rank hold EWG as of Q1 2023.

  • H&H Retirement Design & Management reported no remaining iShares MSCI Germany ETF position as of Q1 2023 after selling out during the quarter.
  • H&H Retirement Design & Management sold 44,344 iShares MSCI Germany ETF shares in Q1 2023, an estimated $1.23M.
  • H&H Retirement Design & Management first reported a position in iShares MSCI Germany ETF in Q4 2021 and held it in 5 quarters.
  • H&H Retirement Design & Management's iShares MSCI Germany ETF position peaked at $1.62M in Q1 2022.
  • 185 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.