HHRDM
EWG icon

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 $2.07B AUM 16.66% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return