IFWM
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Institute for Wealth Management’s iShares MSCI Netherlands ETF EWN Stock Holding History

Institute for Wealth Management’s Portfolio EWN Stock Details EWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-46
Closed -$2K – 467
2019
Q4 		$2K Buy
+46
New +$1.49K ﹤0.01% 659

Other funds holding EWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

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

Institute for Wealth Management sold out of iShares MSCI Netherlands ETF (EWN) in Q1 2020, closing a stake of 46 shares — an estimated $2K sold.

Institute for Wealth Management first reported a position in EWN in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 57 funds tracked by Wall St. Rank hold EWN as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares MSCI Netherlands ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 46 iShares MSCI Netherlands ETF shares in Q1 2020, an estimated $2K.
  • Institute for Wealth Management first reported a position in iShares MSCI Netherlands ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares MSCI Netherlands ETF position peaked at $2K in Q4 2019.
  • 57 funds tracked by Wall St. Rank held iShares MSCI Netherlands ETF as of Q1 2020.

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