PMFA
EWG icon

Plante Moran Financial Advisors’s iShares MSCI Germany ETF EWG Stock Holding History

Plante Moran Financial 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
2014
Q3 		– Sell
-366
Closed -$11K – 803
2014
Q2 		$11K Buy
+366
New +$11.5K 0.01% 501

Other funds holding EWG

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Plante Moran Financial Advisors's EWG Position: Q3 2014 in Review

Plante Moran Financial Advisors sold out of iShares MSCI Germany ETF (EWG) in Q3 2014, closing a stake of 366 shares — an estimated $11K sold.

Plante Moran Financial Advisors first reported a position in EWG in Q2 2014 and held it in 1 quarter. The position peaked at $11K in Q2 2014. 207 funds tracked by Wall St. Rank hold EWG as of Q3 2014.

  • Plante Moran Financial Advisors reported no remaining iShares MSCI Germany ETF position as of Q3 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 366 iShares MSCI Germany ETF shares in Q3 2014, an estimated $11K.
  • Plante Moran Financial Advisors first reported a position in iShares MSCI Germany ETF in Q2 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's iShares MSCI Germany ETF position peaked at $11K in Q2 2014.
  • 207 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q3 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2014, filed 23 Oct 2014.