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

Lenox 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
2018 Q2	–	Sell	-5,265	Closed	-$168K	–	585
2018 Q1	$168K	Buy	5,265 +4,130	+364%	+$138K	0.05%	137
2017 Q4	$37K	Buy	1,135 +784	+223%	+$25.8K	0.01%	241
2017 Q3	$11K	Hold	351	–	–	﹤0.01%	378
2017 Q2	$11K	Buy	+351	New	+$10.6K	﹤0.01%	362

Other funds holding EWG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Lenox Wealth Management's EWG Position: Q2 2018 in Review

Lenox Wealth Management sold out of iShares MSCI Germany ETF (EWG) in Q2 2018, closing a stake of 5,265 shares — an estimated $168K sold.

Lenox Wealth Management first reported a position in EWG in Q2 2017 and held it in 4 quarters. The position peaked at $168K in Q1 2018. 197 funds tracked by Wall St. Rank hold EWG as of Q2 2018.

Lenox Wealth Management reported no remaining iShares MSCI Germany ETF position as of Q2 2018 after selling out during the quarter.
Lenox Wealth Management sold 5,265 iShares MSCI Germany ETF shares in Q2 2018, an estimated $168K.
Lenox Wealth Management first reported a position in iShares MSCI Germany ETF in Q2 2017 and held it in 4 quarters.
Lenox Wealth Management's iShares MSCI Germany ETF position peaked at $168K in Q1 2018.
197 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q2 2018.

Based on Lenox Wealth Management's 13F filing for Q2 2018, filed 26 Jul 2018.