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JFS Wealth Advisors’s iShares MSCI Germany ETF EWG Stock Holding History

JFS Wealth Advisors’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
2015
Q4 		– Sell
-1,000
Closed -$25K – 544
2015
Q3 		$25K Buy
+1,000
New +$27.2K 0.01% 261
2014
Q4 		– Sell
-5,197
Closed -$144K – 527
2014
Q3 		$144K Buy
5,197
+102
+2% +$3K 0.03% 98
2014
Q2 		$159K Buy
+5,095
New +$161K 0.03% 95

Other funds holding EWG

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VIP
Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

JFS Wealth Advisors's EWG Position: Q4 2015 in Review

JFS Wealth Advisors sold out of iShares MSCI Germany ETF (EWG) in Q4 2015, closing a stake of 1,000 shares — an estimated $25K sold.

JFS Wealth Advisors first reported a position in EWG in Q2 2014 and held it in 3 quarters. The position peaked at $159K in Q2 2014. 201 funds tracked by Wall St. Rank hold EWG as of Q4 2015.

  • JFS Wealth Advisors reported no remaining iShares MSCI Germany ETF position as of Q4 2015 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,000 iShares MSCI Germany ETF shares in Q4 2015, an estimated $25K.
  • JFS Wealth Advisors first reported a position in iShares MSCI Germany ETF in Q2 2014 and held it in 3 quarters.
  • JFS Wealth Advisors's iShares MSCI Germany ETF position peaked at $159K in Q2 2014.
  • 201 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q4 2015.

Based on JFS Wealth Advisors's 13F filing for Q4 2015, filed 3 Feb 2016.