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McKinley Carter Wealth Services’s iShares MSCI Germany ETF EWG Stock Holding History

McKinley Carter Wealth Services’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
2014
Q1 		– Sell
-7,436
Closed -$236K – 105
2013
Q4 		$236K Hold
7,436
– – 0.23% 97
2013
Q3 		$207K Buy
+7,436
New +$197K 0.25% 84

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WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

McKinley Carter Wealth Services's EWG Position: Q1 2014 in Review

McKinley Carter Wealth Services sold out of iShares MSCI Germany ETF (EWG) in Q1 2014, closing a stake of 7,436 shares — an estimated $236K sold.

McKinley Carter Wealth Services first reported a position in EWG in Q3 2013 and held it in 2 quarters. The position peaked at $236K in Q4 2013. 234 funds tracked by Wall St. Rank hold EWG as of Q1 2014.

  • McKinley Carter Wealth Services reported no remaining iShares MSCI Germany ETF position as of Q1 2014 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 7,436 iShares MSCI Germany ETF shares in Q1 2014, an estimated $236K.
  • McKinley Carter Wealth Services first reported a position in iShares MSCI Germany ETF in Q3 2013 and held it in 2 quarters.
  • McKinley Carter Wealth Services's iShares MSCI Germany ETF position peaked at $236K in Q4 2013.
  • 234 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q1 2014.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2014, filed 2 May 2014.