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Patten & Patten’s iShares MSCI Germany ETF EWG Stock Holding History

Patten & Patten’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
2026
Q2 		$2.66M Sell
64,285
-815
-1% -$34.3K 0.14% 116
2026
Q1 		$2.58M Buy
65,100
+5,325
+9% +$226K 0.16% 113
2025
Q4 		$2.54M Buy
59,775
+4,150
+7% +$172K 0.15% 110
2025
Q3 		$2.31M Buy
55,625
+11,450
+26% +$480K 0.14% 116
2025
Q2 		$1.87M Buy
+44,175
New +$1.76M 0.12% 127
2014
Q4 		– Sell
-7,925
Closed -$220K – 209
2014
Q3 		$220K Hold
7,925
– – 0.04% 195
2014
Q2 		$248K Sell
7,925
-17,025
-68% -$537K 0.04% 187
2014
Q1 		$782K Sell
24,950
-2,814
-10% -$86.9K 0.11% 153
2013
Q4 		$882K Sell
27,764
-8,511
-23% -$252K 0.12% 141
2013
Q3 		$1.01M Sell
36,275
-8,450
-19% -$224K 0.16% 115
2013
Q2 		$1.1M Buy
+44,725
New +$1.14M 0.18% 111

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Patten & Patten's EWG Position: Q2 2026 in Review

Patten & Patten reduced its iShares MSCI Germany ETF (EWG) stake by 1.3% in Q2 2026, selling an estimated $34.3K and leaving 64,285 shares worth $2.66M. The position accounts for 0.14% of the portfolio, ranked #116.

Patten & Patten first reported a position in EWG in Q2 2013 and has held it in 11 quarters since. 186 funds tracked by Wall St. Rank hold EWG as of Q2 2026.

  • Patten & Patten held 64,285 shares of iShares MSCI Germany ETF worth $2.66M as of Q2 2026.
  • Patten & Patten sold 815 iShares MSCI Germany ETF shares in Q2 2026, an estimated $34.3K.
  • iShares MSCI Germany ETF made up 0.14% of Patten & Patten's portfolio in Q2 2026, its #116 holding.
  • Patten & Patten first reported a position in iShares MSCI Germany ETF in Q2 2013 and has held it in 11 quarters since.
  • 186 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.