MSWM
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McGlone Suttner Wealth Management’s iShares MSCI Germany ETF EWG Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-195
Closed -$5.79K – 372
2023
Q4 		$5.79K Buy
+195
New +$5.32K ﹤0.01% 565

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Jane Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return

McGlone Suttner Wealth Management's EWG Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of iShares MSCI Germany ETF (EWG) in Q1 2024, closing a stake of 195 shares — an estimated $5.79K sold.

McGlone Suttner Wealth Management first reported a position in EWG in Q4 2023 and held it in 1 quarter. The position peaked at $5.79K in Q4 2023. 170 funds tracked by Wall St. Rank hold EWG as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining iShares MSCI Germany ETF position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 195 iShares MSCI Germany ETF shares in Q1 2024, an estimated $5.79K.
  • McGlone Suttner Wealth Management first reported a position in iShares MSCI Germany ETF in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's iShares MSCI Germany ETF position peaked at $5.79K in Q4 2023.
  • 170 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.