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

Institute for 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
2020
Q1 		– Sell
-76
Closed -$2K – 462
2019
Q4 		$2K Buy
+76
New +$2.17K ﹤0.01% 658

Other funds holding EWG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Institute for Wealth Management's EWG Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares MSCI Germany ETF (EWG) in Q1 2020, closing a stake of 76 shares — an estimated $2K sold.

Institute for Wealth Management first reported a position in EWG in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 163 funds tracked by Wall St. Rank hold EWG as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares MSCI Germany ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 76 iShares MSCI Germany ETF shares in Q1 2020, an estimated $2K.
  • Institute for Wealth Management first reported a position in iShares MSCI Germany ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares MSCI Germany ETF position peaked at $2K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.