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

Perigon 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
2025 Q3	–	Sell	-19,555	Closed	-$827K	–	1222
2025 Q2	$827K	Buy	+19,555	New	+$781K	0.02%	527
2021 Q1	–	Sell	-1,939	Closed	-$62K	–	663
2020 Q4	$62K	Buy	+1,939	New	+$58.2K	0.01%	678
2020 Q1	–	Sell	-7,653	Closed	-$225K	–	322
2019 Q4	$225K	Sell	7,653 -2,250	-23%	-$64.2K	0.05%	238
2019 Q3	$274K	Hold	9,903	–	–	0.06%	180
2019 Q2	$278K	Buy	9,903 +15	+0.2%	+$419	0.07%	182
2019 Q1	$281K	Buy	9,888 +2,100	+27%	+$56.1K	0.07%	167
2018 Q4	$209K	Buy	+7,788	New	+$211K	0.05%	213

Other funds holding EWG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Perigon Wealth Management's EWG Position: Q3 2025 in Review

Perigon Wealth Management sold out of iShares MSCI Germany ETF (EWG) in Q3 2025, closing a stake of 19,555 shares — an estimated $827K sold.

Perigon Wealth Management first reported a position in EWG in Q4 2018 and held it in 7 quarters. The position peaked at $827K in Q2 2025. 244 funds tracked by Wall St. Rank hold EWG as of Q3 2025.

Perigon Wealth Management reported no remaining iShares MSCI Germany ETF position as of Q3 2025 after selling out during the quarter.
Perigon Wealth Management sold 19,555 iShares MSCI Germany ETF shares in Q3 2025, an estimated $827K.
Perigon Wealth Management first reported a position in iShares MSCI Germany ETF in Q4 2018 and held it in 7 quarters.
Perigon Wealth Management's iShares MSCI Germany ETF position peaked at $827K in Q2 2025.
244 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q3 2025.

Based on Perigon Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.