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Integrated Wealth Counsel’s iShares MSCI Germany ETF EWG Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$55K Hold
2,086
– – 0.12% 69
2016
Q3 		$55K Buy
+2,086
New +$53.5K 0.12% 65

Other funds holding EWG

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Integrated Wealth Counsel's EWG Position: Q4 2016 in Review

Integrated Wealth Counsel held its iShares MSCI Germany ETF (EWG) position steady in Q4 2016 at 2,086 shares worth $55K. The position accounts for 0.12% of the portfolio, ranked #69.

Integrated Wealth Counsel first reported a position in EWG in Q3 2016 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold EWG as of Q4 2016.

  • Integrated Wealth Counsel held 2,086 shares of iShares MSCI Germany ETF worth $55K as of Q4 2016.
  • Integrated Wealth Counsel left its iShares MSCI Germany ETF share count unchanged in Q4 2016.
  • iShares MSCI Germany ETF made up 0.12% of Integrated Wealth Counsel's portfolio in Q4 2016, its #69 holding.
  • Integrated Wealth Counsel first reported a position in iShares MSCI Germany ETF in Q3 2016 and has held it in 2 quarters since.
  • 182 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.