Lido Advisors
EWG icon

Lido Advisors’s iShares MSCI Germany ETF EWG Stock Holding History

Lido Advisors’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
2026
Q3 		$27.8M Buy
672,870
+109,312
+19% +$4.67M 0.07% 183
2026
Q2 		$23.3M Buy
563,558
+77,755
+16% +$3.27M 0.06% 202
2026
Q1 		$19.3M Buy
485,803
+304,946
+169% +$12.9M 0.06% 210
2025
Q4 		$7.54M Buy
180,857
+3,801
+2% +$157K 0.02% 371
2025
Q3 		$7.37M Buy
177,056
+126,038
+247% +$5.28M 0.02% 358
2025
Q2 		$2.16M Buy
+51,018
New +$2.04M 0.01% 568
2025
Q1 		– Sell
-11,573
Closed -$368K – 1552
2024
Q4 		$368K Sell
11,573
-3,273
-22% -$106K ﹤0.01% 1117
2024
Q3 		$502K Buy
14,846
+800
+6% +$25.3K ﹤0.01% 959
2024
Q2 		$430K Buy
14,046
+12
+0.1% +$375 ﹤0.01% 976
2024
Q1 		$446K Hold
14,034
– – ﹤0.01% 938
2023
Q4 		$417K Hold
14,034
– – ﹤0.01% 925
2023
Q3 		$368K Buy
+14,034
New +$391K ﹤0.01% 846
2022
Q3 		– Sell
-9,918
Closed -$228K – 973
2022
Q2 		$228K Hold
9,918
– – ﹤0.01% 825
2022
Q1 		$281K Sell
9,918
-477
-5% -$14.5K ﹤0.01% 833
2021
Q4 		$340K Buy
+10,395
New +$345K ﹤0.01% 754
2017
Q1 		– Sell
-18,481
Closed -$489K – 250
2016
Q4 		$489K Buy
+18,481
New +$475K 0.12% 94

Other funds holding EWG

Rice Partnership
Rice Partnership Honolulu, Hawaii $864M AUM 33.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Securian Asset Management
Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Ameliora Wealth Management
Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Idaho Trust Bank
Idaho Trust Bank Boise, Idaho $332M AUM 9.28% 1-Year Est. Return

Lido Advisors's EWG Position: Q3 2026 in Review

Lido Advisors increased its iShares MSCI Germany ETF (EWG) stake by 19% in Q3 2026, buying an estimated $4.67M and bringing the position to 672,870 shares worth $27.8M. The position accounts for 0.07% of the portfolio, ranked #183.

Lido Advisors first reported a position in EWG in Q4 2016 and has held it in 16 quarters since. 116 funds tracked by Wall St. Rank hold EWG as of Q3 2026.

  • Lido Advisors held 672,870 shares of iShares MSCI Germany ETF worth $27.8M as of Q3 2026.
  • Lido Advisors bought 109,312 iShares MSCI Germany ETF shares in Q3 2026, an estimated $4.67M.
  • iShares MSCI Germany ETF made up 0.07% of Lido Advisors's portfolio in Q3 2026, its #183 holding.
  • Lido Advisors first reported a position in iShares MSCI Germany ETF in Q4 2016 and has held it in 16 quarters since.
  • 116 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.