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

Liberty 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
2021 Q4	–	Sell	-470	Closed	-$15K	–	463
2021 Q3	$15K	Hold	470	–	–	0.01%	716
2021 Q2	$16K	Sell	470 -2	-0.4%	-$70	0.01%	552
2021 Q1	$14K	Hold	472	–	–	0.01%	523
2020 Q4	$14K	Sell	472 -186	-28%	-$5.58K	0.01%	520
2020 Q3	$19K	Sell	658 -465	-41%	-$13.6K	0.01%	410
2020 Q2	$30K	Hold	1,123	–	–	0.02%	318
2020 Q1	$24K	Sell	1,123 -926	-45%	-$24.6K	0.02%	326
2019 Q4	$60K	Hold	2,049	–	–	0.05%	218
2019 Q3	$55K	Sell	2,049 -3,191	-61%	-$85.8K	0.05%	212
2019 Q2	$147K	Buy	5,240 +3,001	+134%	+$83.9K	0.13%	127
2019 Q1	$60K	Hold	2,239	–	–	0.05%	183
2018 Q4	$56K	Buy	+2,239	New	+$60.5K	0.04%	177

Other funds holding EWG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PPFA

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

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

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 Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Liberty Wealth Management's EWG Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares MSCI Germany ETF (EWG) in Q4 2021, closing a stake of 470 shares — an estimated $15K sold.

Liberty Wealth Management first reported a position in EWG in Q4 2018 and held it in 12 quarters. The position peaked at $147K in Q2 2019. 206 funds tracked by Wall St. Rank hold EWG as of Q4 2021.

Liberty Wealth Management reported no remaining iShares MSCI Germany ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 470 iShares MSCI Germany ETF shares in Q4 2021, an estimated $15K.
Liberty Wealth Management first reported a position in iShares MSCI Germany ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's iShares MSCI Germany ETF position peaked at $147K in Q2 2019.
206 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.