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Morningstar Investment Services’s iShares MSCI Germany ETF EWG Stock Holding History

Morningstar Investment 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
2024
Q1 		– Sell
-732,063
Closed -$21.7M – 376
2023
Q4 		$21.7M Buy
732,063
+360,774
+97% +$9.84M 0.12% 121
2023
Q3 		$9.7M Sell
371,289
-813,920
-69% -$22.7M 0.12% 122
2023
Q2 		$33.3M Sell
1,185,209
-527,617
-31% -$15.2M 0.43% 69
2023
Q1 		$48.4M Sell
1,712,826
-29,379
-2% -$810K 0.65% 46
2022
Q4 		$44.8M Sell
1,742,205
-19,356
-1% -$451K 0.61% 46
2022
Q3 		$38.7M Buy
1,761,561
+135,894
+8% +$3.03M 0.55% 49
2022
Q2 		$38M Buy
1,625,667
+13,583
+0.8% +$354K 0.51% 52
2022
Q1 		$47.2M Buy
1,612,084
+240,796
+18% +$7.34M 0.52% 47
2021
Q4 		$45M Buy
1,371,288
+23,544
+2% +$781K 0.5% 50
2021
Q3 		$44.7M Sell
1,347,744
-96,285
-7% -$3.33M 0.53% 50
2021
Q2 		$50.5M Buy
1,444,029
+324,623
+29% +$11.4M 0.61% 45
2021
Q1 		$37.3M Buy
1,119,406
+12,556
+1% +$410K 0.49% 58
2020
Q4 		$35.2M Sell
1,106,850
-197,072
-15% -$5.92M 0.49% 61
2020
Q3 		$38.3M Sell
1,303,922
-29,180
-2% -$856K 0.59% 47
2020
Q2 		$36M Sell
1,333,102
-163,558
-11% -$4.01M 0.59% 44
2020
Q1 		$32.2M Buy
1,496,660
+259,950
+21% +$6.92M 0.59% 45
2019
Q4 		$36.4M Buy
+1,236,710
New +$35.3M 0.57% 53

Other funds holding EWG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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 $2.78B AUM 32.11% 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

Morningstar Investment Services's EWG Position: Q1 2024 in Review

Morningstar Investment Services sold out of iShares MSCI Germany ETF (EWG) in Q1 2024, closing a stake of 732,063 shares — an estimated $21.7M sold.

Morningstar Investment Services first reported a position in EWG in Q4 2019 and held it in 17 quarters. The position peaked at $50.5M in Q2 2021. 170 funds tracked by Wall St. Rank hold EWG as of Q1 2024.

  • Morningstar Investment Services reported no remaining iShares MSCI Germany ETF position as of Q1 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 732,063 iShares MSCI Germany ETF shares in Q1 2024, an estimated $21.7M.
  • Morningstar Investment Services first reported a position in iShares MSCI Germany ETF in Q4 2019 and held it in 17 quarters.
  • Morningstar Investment Services's iShares MSCI Germany ETF position peaked at $50.5M in Q2 2021.
  • 170 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q1 2024.

Based on Morningstar Investment Services's 13F filing for Q1 2024, filed 15 May 2024.