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

Marks Group 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
2022 Q3	–	Sell	-10,744	Closed	-$247K	–	275
2022 Q2	$247K	Sell	10,744 -10,044	-48%	-$262K	0.04%	261
2022 Q1	$590K	Sell	20,788 -11,395	-35%	-$347K	0.07%	216
2021 Q4	$1.05M	Sell	32,183 -57,468	-64%	-$1.91M	0.13%	168
2021 Q3	$2.96M	Sell	89,651 -31,972	-26%	-$1.1M	0.4%	91
2021 Q2	$4.21M	Sell	121,623 -4,855	-4%	-$171K	0.58%	79
2021 Q1	$4.22M	Buy	126,478 +1,370	+1%	+$44.7K	0.63%	75
2020 Q4	$3.98M	Buy	125,108 +4,758	+4%	+$143K	0.62%	74
2020 Q3	$3.51M	Sell	120,350 -9,101	-7%	-$267K	0.63%	71
2020 Q2	$3.52M	Sell	129,451 -1,143	-0.9%	-$28K	0.72%	64
2020 Q1	$2.81M	Sell	130,594 -190	-0.1%	-$5.05K	0.73%	66
2019 Q4	$3.85M	Buy	+130,784	New	+$3.73M	0.76%	61

Other funds holding EWG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Marks Group Wealth Management's EWG Position: Q3 2022 in Review

Marks Group Wealth Management sold out of iShares MSCI Germany ETF (EWG) in Q3 2022, closing a stake of 10,744 shares — an estimated $247K sold.

Marks Group Wealth Management first reported a position in EWG in Q4 2019 and held it in 11 quarters. The position peaked at $4.22M in Q1 2021. 159 funds tracked by Wall St. Rank hold EWG as of Q3 2022.

Marks Group Wealth Management reported no remaining iShares MSCI Germany ETF position as of Q3 2022 after selling out during the quarter.
Marks Group Wealth Management sold 10,744 iShares MSCI Germany ETF shares in Q3 2022, an estimated $247K.
Marks Group Wealth Management first reported a position in iShares MSCI Germany ETF in Q4 2019 and held it in 11 quarters.
Marks Group Wealth Management's iShares MSCI Germany ETF position peaked at $4.22M in Q1 2021.
159 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q3 2022.

Based on Marks Group Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.