Integrated Wealth Management (Palm Desert)’s iShares MSCI Germany ETF EWG Stock Holding History

Integrated Wealth Management (Palm Desert)’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	–	Sell	-64	Closed	-$2K	–	467
2016 Q3	$2K	Sell	64 -100	-61%	-$2.56K	﹤0.01%	1051
2016 Q2	$4K	Buy	164 +100	+156%	+$2.55K	﹤0.01%	953
2016 Q1	$2K	Hold	64	–	–	﹤0.01%	992
2015 Q4	$2K	Sell	64 -207	-76%	-$5.49K	﹤0.01%	1076
2015 Q3	$7K	Hold	271	–	–	﹤0.01%	852
2015 Q2	$8K	Sell	271 -296	-52%	-$8.79K	﹤0.01%	843
2015 Q1	$16K	Buy	+567	New	+$16.3K	0.01%	626

Other funds holding EWG

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s EWG Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares MSCI Germany ETF (EWG) in Q4 2016, closing a stake of 64 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in EWG in Q1 2015 and held it in 7 quarters. The position peaked at $16K in Q1 2015. 182 funds tracked by Wall St. Rank hold EWG as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining iShares MSCI Germany ETF position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 64 iShares MSCI Germany ETF shares in Q4 2016, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in iShares MSCI Germany ETF in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s iShares MSCI Germany ETF position peaked at $16K in Q1 2015.
182 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.