MA
EWG icon

Montag & Associates’s iShares MSCI Germany ETF EWG Stock Holding History

Montag & Associates’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
2025
Q4 		– Sell
-59,919
Closed -$2.49M – 1027
2025
Q3 		$2.49M Buy
59,919
+32,645
+120% +$1.37M 0.11% 154
2025
Q2 		$1.15M Buy
+27,274
New +$1.09M 0.06% 214
2024
Q4 		– Sell
-2,175
Closed -$73.6K – 1008
2024
Q3 		$73.6K Hold
2,175
– – ﹤0.01% 550
2024
Q2 		$66.6K Hold
2,175
– – ﹤0.01% 542
2024
Q1 		$69.1K Hold
2,175
– – ﹤0.01% 541
2023
Q4 		$64.6K Hold
2,175
– – ﹤0.01% 528
2023
Q3 		$57K Hold
2,175
– – ﹤0.01% 528
2023
Q2 		$62.1K Hold
2,175
– – ﹤0.01% 530
2023
Q1 		$61.9K Hold
2,175
– – ﹤0.01% 516
2022
Q4 		$53.8K Hold
2,175
– – ﹤0.01% 531
2022
Q3 		$43K Buy
+2,175
New +$48.5K ﹤0.01% 565
2015
Q3 		– Sell
-135,550
Closed -$3.78M – 239
2015
Q2 		$3.78M Sell
135,550
-22,200
-14% -$660K 0.55% 63
2015
Q1 		$4.71M Buy
+157,750
New +$4.53M 0.68% 47

Other funds holding EWG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $732M AUM 28.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Montag & Associates's EWG Position: Q4 2025 in Review

Montag & Associates sold out of iShares MSCI Germany ETF (EWG) in Q4 2025, closing a stake of 59,919 shares — an estimated $2.49M sold.

Montag & Associates first reported a position in EWG in Q1 2015 and held it in 13 quarters. The position peaked at $4.71M in Q1 2015. 219 funds tracked by Wall St. Rank hold EWG as of Q4 2025.

  • Montag & Associates reported no remaining iShares MSCI Germany ETF position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 59,919 iShares MSCI Germany ETF shares in Q4 2025, an estimated $2.49M.
  • Montag & Associates first reported a position in iShares MSCI Germany ETF in Q1 2015 and held it in 13 quarters.
  • Montag & Associates's iShares MSCI Germany ETF position peaked at $4.71M in Q1 2015.
  • 219 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.