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Osborne Partners Capital Management’s iShares MSCI Germany ETF EWG Stock Holding History

Osborne Partners Capital 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
2024
Q4 		– Sell
-8,930
Closed -$302K – 220
2024
Q3 		$302K Buy
8,930
+5
+0.1% +$158 0.02% 193
2024
Q2 		$273K Sell
8,925
-950
-10% -$29.7K 0.02% 191
2024
Q1 		$314K Sell
9,875
-840
-8% -$25.2K 0.02% 174
2023
Q4 		$318K Sell
10,715
-100
-0.9% -$2.73K 0.02% 175
2023
Q3 		$283K Sell
10,815
-1,975
-15% -$55K 0.02% 168
2023
Q2 		$365K Sell
12,790
-625
-5% -$18K 0.03% 166
2023
Q1 		$382K Sell
13,415
-1,617
-11% -$44.6K 0.03% 166
2022
Q4 		$372K Sell
15,032
-21,343
-59% -$497K 0.03% 165
2022
Q3 		$718K Sell
36,375
-558,124
-94% -$12.4M 0.06% 145
2022
Q2 		$13.7M Sell
594,499
-19,305
-3% -$503K 1.05% 24
2022
Q1 		$17.4M Buy
613,804
+45,580
+8% +$1.39M 1.29% 19
2021
Q4 		$18.6M Buy
568,224
+39,763
+8% +$1.32M 1.36% 19
2021
Q3 		$17.4M Buy
528,461
+51,991
+11% +$1.8M 1.4% 19
2021
Q2 		$16.5M Buy
476,470
+38,330
+9% +$1.35M 1.36% 19
2021
Q1 		$14.7M Buy
+438,140
New +$14.3M 1.33% 17

Other funds holding EWG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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 $424B AUM 22.96% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Osborne Partners Capital Management's EWG Position: Q4 2024 in Review

Osborne Partners Capital Management sold out of iShares MSCI Germany ETF (EWG) in Q4 2024, closing a stake of 8,930 shares — an estimated $302K sold.

Osborne Partners Capital Management first reported a position in EWG in Q1 2021 and held it in 15 quarters. The position peaked at $18.6M in Q4 2021. 157 funds tracked by Wall St. Rank hold EWG as of Q4 2024.

  • Osborne Partners Capital Management reported no remaining iShares MSCI Germany ETF position as of Q4 2024 after selling out during the quarter.
  • Osborne Partners Capital Management sold 8,930 iShares MSCI Germany ETF shares in Q4 2024, an estimated $302K.
  • Osborne Partners Capital Management first reported a position in iShares MSCI Germany ETF in Q1 2021 and held it in 15 quarters.
  • Osborne Partners Capital Management's iShares MSCI Germany ETF position peaked at $18.6M in Q4 2021.
  • 157 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q4 2024.

Based on Osborne Partners Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.