Heritage Wealth Management (Arizona)’s iShares MSCI Germany ETF EWG Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$8.06K	Buy	326 +163	+100%	+$3.8K	﹤0.01%	803
2022 Q3	$3K	Hold	163	–	–	﹤0.01%	820
2022 Q2	$3.75K	Hold	163	–	–	﹤0.01%	809
2022 Q1	$5K	Buy	+163	New	+$4.97K	﹤0.01%	795
2021 Q3	$5K	Hold	163	–	–	﹤0.01%	727
2021 Q2	$6K	Hold	163	–	–	﹤0.01%	719
2021 Q1	$5K	Buy	+163	New	+$5.32K	﹤0.01%	644

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

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

MIS

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

IWC

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

Citigroup New York $303B AUM 53.02% 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

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EWG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares MSCI Germany ETF (EWG) stake by 100% in Q4 2022, buying an estimated $3.8K and bringing the position to 326 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Heritage Wealth Management (Arizona) first reported a position in EWG in Q1 2021 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold EWG as of Q4 2022.

Heritage Wealth Management (Arizona) held 326 shares of iShares MSCI Germany ETF worth $8.06K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 163 iShares MSCI Germany ETF shares in Q4 2022, an estimated $3.8K.
iShares MSCI Germany ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #803 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares MSCI Germany ETF in Q1 2021 and has held it in 7 quarters since.
165 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.