NFG
EWG icon

Next Financial Group’s iShares MSCI Germany ETF EWG Stock Holding History

Next Financial Group’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
Q4 		$28K Buy
857
+402
+88% +$13.3K ﹤0.01% 1744
2021
Q3 		$15K Buy
455
+403
+775% +$13.9K ﹤0.01% 1897
2021
Q2 		$2K Sell
52
-209
-80% -$7.35K ﹤0.01% 2400
2021
Q1 		$9K Sell
261
-159
-38% -$5.19K ﹤0.01% 1911
2020
Q4 		$13K Hold
420
– – ﹤0.01% 1683
2020
Q3 		$12K Buy
+420
New +$12.3K ﹤0.01% 1569
2020
Q2 		– Sell
-176
Closed -$4K – 988
2020
Q1 		$4K Hold
176
– – ﹤0.01% 1754
2019
Q4 		$5K Hold
176
– – ﹤0.01% 1958
2019
Q3 		$5K Hold
176
– – ﹤0.01% 1900
2019
Q2 		$5K Hold
176
– – ﹤0.01% 1878
2019
Q1 		$5K Sell
176
-269
-60% -$7.19K ﹤0.01% 1247
2018
Q4 		$11K Buy
+445
New +$12K ﹤0.01% 1301
2017
Q4 		– Sell
-854
Closed -$28K – 593
2017
Q3 		$28K Hold
854
– – 0.01% 870
2017
Q2 		$26K Sell
854
-140
-14% -$4.22K 0.01% 980
2017
Q1 		$30K Sell
994
-248
-20% -$6.86K 0.01% 900
2016
Q4 		$33K Sell
1,242
-1,449
-54% -$37.3K 0.01% 1125
2016
Q3 		$71K Buy
2,691
+1,738
+182% +$44.6K 0.01% 785
2016
Q2 		$22K Hold
953
– – 0.01% 931
2016
Q1 		$24K Sell
953
-417
-30% -$10.2K 0.01% 867
2015
Q4 		$35K Hold
1,370
– – 0.01% 735
2015
Q3 		$33K Buy
1,370
+40
+3% +$1.09K 0.01% 775
2015
Q2 		$37K Buy
1,330
+1,174
+753% +$34.9K 0.01% 776
2015
Q1 		$4K Hold
156
– – ﹤0.01% 1533
2014
Q4 		$4K Sell
156
-15,826
-99% -$432K ﹤0.01% 1569
2014
Q3 		$443K Buy
+15,982
New +$470K 0.09% 255

Other funds holding EWG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Next Financial Group's EWG Position: Q4 2021 in Review

Next Financial Group increased its iShares MSCI Germany ETF (EWG) stake by 88% in Q4 2021, buying an estimated $13.3K and bringing the position to 857 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Next Financial Group first reported a position in EWG in Q3 2014 and has held it in 25 quarters since. The position peaked at $443K in Q3 2014. 207 funds tracked by Wall St. Rank hold EWG as of Q4 2021.

  • Next Financial Group held 857 shares of iShares MSCI Germany ETF worth $28K as of Q4 2021.
  • Next Financial Group bought 402 iShares MSCI Germany ETF shares in Q4 2021, an estimated $13.3K.
  • iShares MSCI Germany ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1744 holding.
  • Next Financial Group first reported a position in iShares MSCI Germany ETF in Q3 2014 and has held it in 25 quarters since.
  • Next Financial Group's iShares MSCI Germany ETF position peaked at $443K in Q3 2014.
  • 207 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.