PlanWiser Financial’s iShares MSCI Germany ETF EWG Stock Holding History

PlanWiser Financial’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 Q1	–	Sell	-42,417	Closed	-$1.82M	–	48
2025 Q4	$1.82M	Buy	42,417 +12,331	+41%	+$510K	1.36%	26
2025 Q3	$1.23M	Sell	30,086 -5,043	-14%	-$211K	0.98%	31
2025 Q2	$1.46M	Buy	35,129 +8,501	+32%	+$339K	1.25%	28
2025 Q1	$1.08M	Buy	+26,628	New	+$951K	0.98%	27

Other funds holding EWG

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

PlanWiser Financial's EWG Position: Q1 2026 in Review

PlanWiser Financial sold out of iShares MSCI Germany ETF (EWG) in Q1 2026, closing a stake of 42,417 shares — an estimated $1.82M sold.

PlanWiser Financial first reported a position in EWG in Q1 2025 and held it in 4 quarters. The position peaked at $1.82M in Q4 2025. 208 funds tracked by Wall St. Rank hold EWG as of Q1 2026.

PlanWiser Financial reported no remaining iShares MSCI Germany ETF position as of Q1 2026 after selling out during the quarter.
PlanWiser Financial sold 42,417 iShares MSCI Germany ETF shares in Q1 2026, an estimated $1.82M.
PlanWiser Financial first reported a position in iShares MSCI Germany ETF in Q1 2025 and held it in 4 quarters.
PlanWiser Financial's iShares MSCI Germany ETF position peaked at $1.82M in Q4 2025.
208 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.