JWA
EWGS

JFS Wealth Advisors’s iShares MSCI Germany Small-Cap ETF EWGS Stock Holding History

JFS Wealth Advisors’s Portfolio EWGS Stock Details EWGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-208
Closed -$8K – 583
2015
Q2 		$8K Hold
208
– – ﹤0.01% 383
2015
Q1 		$8K Hold
208
– – ﹤0.01% 383
2014
Q4 		$8K Buy
+208
New +$7.64K ﹤0.01% 397

Other funds holding EWGS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EWM
Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
WEC
Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return

JFS Wealth Advisors's EWGS Position: Q3 2015 in Review

JFS Wealth Advisors sold out of iShares MSCI Germany Small-Cap ETF (EWGS) in Q3 2015, closing a stake of 208 shares — an estimated $8K sold.

JFS Wealth Advisors first reported a position in EWGS in Q4 2014 and held it in 3 quarters. The position peaked at $8K in Q2 2015. 12 funds tracked by Wall St. Rank hold EWGS as of Q3 2015.

  • JFS Wealth Advisors reported no remaining iShares MSCI Germany Small-Cap ETF position as of Q3 2015 after selling out during the quarter.
  • JFS Wealth Advisors sold 208 iShares MSCI Germany Small-Cap ETF shares in Q3 2015, an estimated $8K.
  • JFS Wealth Advisors first reported a position in iShares MSCI Germany Small-Cap ETF in Q4 2014 and held it in 3 quarters.
  • JFS Wealth Advisors's iShares MSCI Germany Small-Cap ETF position peaked at $8K in Q2 2015.
  • 12 funds tracked by Wall St. Rank held iShares MSCI Germany Small-Cap ETF as of Q3 2015.

Based on JFS Wealth Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.