NWM
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Navigation Wealth Management’s iShares MSCI Germany ETF EWG Stock Holding History

Navigation 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
2021
Q2 		– Sell
-6,412
Closed -$214K – 76
2021
Q1 		$214K Buy
+6,412
New +$209K 0.22% 6

Other funds holding EWG

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
NVCHI
New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return

Navigation Wealth Management's EWG Position: Q2 2021 in Review

Navigation Wealth Management sold out of iShares MSCI Germany ETF (EWG) in Q2 2021, closing a stake of 6,412 shares — an estimated $214K sold.

Navigation Wealth Management first reported a position in EWG in Q1 2021 and held it in 1 quarter. The position peaked at $214K in Q1 2021. 225 funds tracked by Wall St. Rank hold EWG as of Q2 2021.

  • Navigation Wealth Management reported no remaining iShares MSCI Germany ETF position as of Q2 2021 after selling out during the quarter.
  • Navigation Wealth Management sold 6,412 iShares MSCI Germany ETF shares in Q2 2021, an estimated $214K.
  • Navigation Wealth Management first reported a position in iShares MSCI Germany ETF in Q1 2021 and held it in 1 quarter.
  • Navigation Wealth Management's iShares MSCI Germany ETF position peaked at $214K in Q1 2021.
  • 225 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q2 2021.

Based on Navigation Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.