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

Optimum 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
2022 Q2	–	Sell	-219	Closed	-$6K	–	849
2022 Q1	$6K	Buy	+219	New	+$6.67K	﹤0.01%	706
2021 Q4	–	Sell	-932	Closed	-$31K	–	843
2021 Q3	$31K	Hold	932	–	–	0.01%	533
2021 Q2	$32K	Hold	932	–	–	0.01%	593
2021 Q1	$31K	Hold	932	–	–	0.01%	592
2020 Q4	$30K	Hold	932	–	–	0.01%	559
2020 Q3	$27K	Hold	932	–	–	0.01%	553
2020 Q2	$25K	Hold	932	–	–	0.01%	561
2020 Q1	$20K	Hold	932	–	–	0.01%	569
2019 Q4	$27K	Hold	932	–	–	0.01%	620
2019 Q3	$25K	Hold	932	–	–	0.01%	635
2019 Q2	$26K	Hold	932	–	–	0.01%	632
2019 Q1	$25K	Hold	932	–	–	0.01%	645
2018 Q4	$24K	Hold	932	–	–	0.01%	616
2018 Q3	$28K	Hold	932	–	–	0.01%	664
2018 Q2	$28K	Hold	932	–	–	0.01%	663
2018 Q1	$30K	Buy	+932	New	+$31K	0.01%	627
2015 Q1	$28K	Hold	932	–	–	0.01%	622
2014 Q4	$26K	Hold	932	–	–	0.01%	653
2014 Q3	$26K	Hold	932	–	–	0.01%	595
2014 Q2	$29K	Hold	932	–	–	0.01%	592
2014 Q1	$29K	Hold	932	–	–	0.01%	451
2013 Q4	$30K	Hold	932	–	–	0.01%	456
2013 Q3	$26K	Buy	+932	New	+$24.7K	0.01%	452

Other funds holding EWG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Optimum Investment Advisors's EWG Position: Q2 2022 in Review

Optimum Investment Advisors sold out of iShares MSCI Germany ETF (EWG) in Q2 2022, closing a stake of 219 shares — an estimated $6K sold.

Optimum Investment Advisors first reported a position in EWG in Q3 2013 and held it in 23 quarters. The position peaked at $32K in Q2 2021. 158 funds tracked by Wall St. Rank hold EWG as of Q2 2022.

Optimum Investment Advisors reported no remaining iShares MSCI Germany ETF position as of Q2 2022 after selling out during the quarter.
Optimum Investment Advisors sold 219 iShares MSCI Germany ETF shares in Q2 2022, an estimated $6K.
Optimum Investment Advisors first reported a position in iShares MSCI Germany ETF in Q3 2013 and held it in 23 quarters.
Optimum Investment Advisors's iShares MSCI Germany ETF position peaked at $32K in Q2 2021.
158 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q2 2022.

Based on Optimum Investment Advisors's 13F filing for Q2 2022, filed 12 Jul 2022.