JWM
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Jessup Wealth Management’s iShares MSCI Germany ETF EWG Stock Holding History

Jessup 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
2024
Q3 		– Sell
-11,926
Closed -$365K – 61
2024
Q2 		$365K Sell
11,926
-14,543
-55% -$454K 0.16% 45
2024
Q1 		$840K Buy
+26,469
New +$793K 0.36% 39

Other funds holding EWG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Jessup Wealth Management's EWG Position: Q3 2024 in Review

Jessup Wealth Management sold out of iShares MSCI Germany ETF (EWG) in Q3 2024, closing a stake of 11,926 shares — an estimated $365K sold.

Jessup Wealth Management first reported a position in EWG in Q1 2024 and held it in 2 quarters. The position peaked at $840K in Q1 2024. 157 funds tracked by Wall St. Rank hold EWG as of Q3 2024.

  • Jessup Wealth Management reported no remaining iShares MSCI Germany ETF position as of Q3 2024 after selling out during the quarter.
  • Jessup Wealth Management sold 11,926 iShares MSCI Germany ETF shares in Q3 2024, an estimated $365K.
  • Jessup Wealth Management first reported a position in iShares MSCI Germany ETF in Q1 2024 and held it in 2 quarters.
  • Jessup Wealth Management's iShares MSCI Germany ETF position peaked at $840K in Q1 2024.
  • 157 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q3 2024.

Based on Jessup Wealth Management's 13F filing for Q3 2024, filed 9 Oct 2024.