KFS
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Kelly Financial Services’s iShares MSCI Germany ETF EWG Stock Holding History

Kelly Financial Services’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
2021
Q4 		– Sell
-122
Closed -$4.02K – 688
2021
Q3 		$4.02K Buy
+122
New +$4.21K ﹤0.01% 452

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PPFA
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Morgan Stanley
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MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Kelly Financial Services's EWG Position: Q4 2021 in Review

Kelly Financial Services sold out of iShares MSCI Germany ETF (EWG) in Q4 2021, closing a stake of 122 shares — an estimated $4.02K sold.

Kelly Financial Services first reported a position in EWG in Q3 2021 and held it in 1 quarter. The position peaked at $4.02K in Q3 2021. 207 funds tracked by Wall St. Rank hold EWG as of Q4 2021.

  • Kelly Financial Services reported no remaining iShares MSCI Germany ETF position as of Q4 2021 after selling out during the quarter.
  • Kelly Financial Services sold 122 iShares MSCI Germany ETF shares in Q4 2021, an estimated $4.02K.
  • Kelly Financial Services first reported a position in iShares MSCI Germany ETF in Q3 2021 and held it in 1 quarter.
  • Kelly Financial Services's iShares MSCI Germany ETF position peaked at $4.02K in Q3 2021.
  • 207 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q4 2021.

Based on Kelly Financial Services's 13F filing for Q4 2021, filed 17 Jul 2024.