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Perigon Wealth Management’s iShares MSCI Netherlands ETF EWN Stock Holding History

Perigon Wealth Management’s Portfolio EWN Stock Details EWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-16,642
Closed -$836K – 1006
2024
Q2 		$836K Buy
16,642
+183
+1% +$9.17K 0.02% 413
2024
Q1 		$814K Buy
+16,459
New +$766K 0.02% 414

Other funds holding EWN

OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $732M AUM 28.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Perigon Wealth Management's EWN Position: Q3 2024 in Review

Perigon Wealth Management sold out of iShares MSCI Netherlands ETF (EWN) in Q3 2024, closing a stake of 16,642 shares — an estimated $836K sold.

Perigon Wealth Management first reported a position in EWN in Q1 2024 and held it in 2 quarters. The position peaked at $836K in Q2 2024. 71 funds tracked by Wall St. Rank hold EWN as of Q3 2024.

  • Perigon Wealth Management reported no remaining iShares MSCI Netherlands ETF position as of Q3 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 16,642 iShares MSCI Netherlands ETF shares in Q3 2024, an estimated $836K.
  • Perigon Wealth Management first reported a position in iShares MSCI Netherlands ETF in Q1 2024 and held it in 2 quarters.
  • Perigon Wealth Management's iShares MSCI Netherlands ETF position peaked at $836K in Q2 2024.
  • 71 funds tracked by Wall St. Rank held iShares MSCI Netherlands ETF as of Q3 2024.

Based on Perigon Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.