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Mount Yale Investment Advisors’s iShares MSCI Germany ETF EWG Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-70
Closed -$2.94K – 962
2025
Q2 		$2.94K Buy
+70
New +$2.79K ﹤0.01% 1293

Other funds holding EWG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mount Yale Investment Advisors's EWG Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares MSCI Germany ETF (EWG) in Q3 2025, closing a stake of 70 shares — an estimated $2.94K sold.

Mount Yale Investment Advisors first reported a position in EWG in Q2 2025 and held it in 1 quarter. The position peaked at $2.94K in Q2 2025. 244 funds tracked by Wall St. Rank hold EWG as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining iShares MSCI Germany ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 70 iShares MSCI Germany ETF shares in Q3 2025, an estimated $2.94K.
  • Mount Yale Investment Advisors first reported a position in iShares MSCI Germany ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's iShares MSCI Germany ETF position peaked at $2.94K in Q2 2025.
  • 244 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.