JP Morgan Private Wealth Advisors’s iShares MSCI Germany ETF EWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,508
| Closed | -$299K | – | 1619 |
|
|
2023
Q1 | $299K | Buy |
+10,508
| New | +$290K | ﹤0.01% | 1681 |
|
|
2022
Q4 | – | Sell |
-27,149
| Closed | -$536K | – | 1944 |
|
|
2022
Q3 | $536K | Sell |
27,149
-7,406
| -21% | -$165K | ﹤0.01% | 1425 |
|
|
2022
Q2 | $795K | Buy |
34,555
+18,265
| +112% | +$476K | ﹤0.01% | 1251 |
|
|
2022
Q1 | $462K | Sell |
16,290
-4,026
| -20% | -$123K | ﹤0.01% | 1574 |
|
|
2021
Q4 | $666K | Sell |
20,316
-449
| -2% | -$14.9K | ﹤0.01% | 1433 |
|
|
2021
Q3 | $684K | Buy |
20,765
+1,182
| +6% | +$40.8K | ﹤0.01% | 1381 |
|
|
2021
Q2 | $678K | Buy |
19,583
+9,599
| +96% | +$337K | ﹤0.01% | 1366 |
|
|
2021
Q1 | $334K | Sell |
9,984
-4,125
| -29% | -$135K | ﹤0.01% | 1487 |
|
|
2020
Q4 | $448K | Buy |
14,109
+2,739
| +24% | +$82.2K | ﹤0.01% | 1328 |
|
|
2020
Q3 | $331K | Buy |
11,370
+520
| +5% | +$15.2K | ﹤0.01% | 1322 |
|
|
2020
Q2 | $294K | Sell |
10,850
-5,274
| -33% | -$129K | ﹤0.01% | 1311 |
|
|
2020
Q1 | $346K | Sell |
16,124
-497
| -3% | -$13.2K | ﹤0.01% | 1077 |
|
|
2019
Q4 | $489K | Sell |
16,621
-6,432
| -28% | -$183K | ﹤0.01% | 1062 |
|
|
2019
Q3 | $620K | Sell |
23,053
-103,953
| -82% | -$2.8M | ﹤0.01% | 928 |
|
|
2019
Q2 | $3.56M | Sell |
127,006
-4,033
| -3% | -$113K | 0.02% | 464 |
|
|
2019
Q1 | $3.53M | Sell |
131,039
-10,355
| -7% | -$277K | 0.02% | 485 |
|
|
2018
Q4 | $3.58M | Sell |
141,394
-55,113
| -28% | -$1.49M | 0.02% | 433 |
|
|
2018
Q3 | $5.84M | Buy |
196,507
+79,648
| +68% | +$2.41M | 0.03% | 392 |
|
|
2018
Q2 | $3.5M | Buy |
+116,859
| New | +$3.76M | 0.02% | 475 |
|
|
2018
Q1 | – | Sell |
-117,002
| Closed | -$3.86M | – | 1322 |
|
|
2017
Q4 | $3.86M | Buy |
117,002
+6
| +0% | +$198 | 0.03% | 368 |
|
|
2017
Q3 | $3.79M | Buy |
116,996
+12,798
| +12% | +$398K | 0.03% | 360 |
|
|
2017
Q2 | $3.15M | Buy |
104,198
+198
| +0.2% | +$5.98K | 0.02% | 378 |
|
|
2017
Q1 | $2.99M | Hold |
104,000
| – | – | 0.02% | 399 |
|
|
2016
Q4 | $2.75M | Hold |
104,000
| – | – | 0.02% | 378 |
|
|
2016
Q3 | $2.73M | Hold |
104,000
| – | – | 0.03% | 374 |
|
|
2016
Q2 | $2.5M | Sell |
104,000
-2,305
| -2% | -$58.9K | 0.02% | 399 |
|
|
2016
Q1 | $2.73M | Buy |
106,305
+2,305
| +2% | +$56.1K | 0.03% | 335 |
|
|
2015
Q4 | $2.72M | Hold |
104,000
| – | – | 0.03% | 318 |
|
|
2015
Q3 | $2.57M | Buy |
+104,000
| New | +$2.83M | 0.03% | 300 |
|
|
2015
Q2 | – | Sell |
-104,000
| Closed | -$3.1M | – | 1080 |
|
|
2015
Q1 | $3.1M | Hold |
104,000
| – | – | 0.04% | 306 |
|
|
2014
Q4 | $2.85M | Sell |
104,000
-12,536
| -11% | -$343K | 0.03% | 319 |
|
|
2014
Q3 | $3.23M | Buy |
+116,536
| New | +$3.43M | 0.04% | 299 |
|
|
2013
Q4 | – | Sell |
-89,690
| Closed | -$2.49M | – | 677 |
|
|
2013
Q3 | $2.49M | Sell |
89,690
-11,340
| -11% | -$300K | 0.06% | 229 |
|
|
2013
Q2 | $2.5M | Buy |
+101,030
| New | +$2.58M | 0.06% | 224 |
|
Other funds holding EWG
IWC
MIS
JP Morgan Private Wealth Advisors's EWG Position: Q2 2023 in Review
JP Morgan Private Wealth Advisors sold out of iShares MSCI Germany ETF (EWG) in Q2 2023, closing a stake of 10,508 shares — an estimated $299K sold.
JP Morgan Private Wealth Advisors first reported a position in EWG in Q2 2013 and held it in 34 quarters. The position peaked at $5.84M in Q3 2018. 188 funds tracked by Wall St. Rank hold EWG as of Q2 2023.
- JP Morgan Private Wealth Advisors reported no remaining iShares MSCI Germany ETF position as of Q2 2023 after selling out during the quarter.
- JP Morgan Private Wealth Advisors sold 10,508 iShares MSCI Germany ETF shares in Q2 2023, an estimated $299K.
- JP Morgan Private Wealth Advisors first reported a position in iShares MSCI Germany ETF in Q2 2013 and held it in 34 quarters.
- JP Morgan Private Wealth Advisors's iShares MSCI Germany ETF position peaked at $5.84M in Q3 2018.
- 188 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q2 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.