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Investment House LLC’s iShares MSCI Germany ETF EWG Stock Holding History

Investment House LLC’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
-13,710
Closed -$403K – 181
2019
Q4 		$403K Sell
13,710
-3,490
-20% -$99.5K 0.04% 168
2019
Q3 		$463K Buy
+17,200
New +$462K 0.05% 146

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MIS
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Investment House LLC's EWG Position: Q1 2020 in Review

Investment House LLC sold out of iShares MSCI Germany ETF (EWG) in Q1 2020, closing a stake of 13,710 shares — an estimated $403K sold.

Investment House LLC first reported a position in EWG in Q3 2019 and held it in 2 quarters. The position peaked at $463K in Q3 2019. 162 funds tracked by Wall St. Rank hold EWG as of Q1 2020.

  • Investment House LLC reported no remaining iShares MSCI Germany ETF position as of Q1 2020 after selling out during the quarter.
  • Investment House LLC sold 13,710 iShares MSCI Germany ETF shares in Q1 2020, an estimated $403K.
  • Investment House LLC first reported a position in iShares MSCI Germany ETF in Q3 2019 and held it in 2 quarters.
  • Investment House LLC's iShares MSCI Germany ETF position peaked at $463K in Q3 2019.
  • 162 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q1 2020.

Based on Investment House LLC's 13F filing for Q1 2020, filed 8 Apr 2020.