SSWM
EWG icon

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

Sheets Smith 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
2014
Q2 		– Sell
-24,252
Closed -$760K – 269
2014
Q1 		$760K Buy
24,252
+438
+2% +$13.5K 0.21% 130
2013
Q4 		$756K Buy
23,814
+1,445
+6% +$42.7K 0.21% 133
2013
Q3 		$622K Buy
22,369
+1,298
+6% +$34.3K 0.2% 143
2013
Q2 		$520K Buy
+21,071
New +$538K 0.18% 160

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Sheets Smith Wealth Management's EWG Position: Q2 2014 in Review

Sheets Smith Wealth Management sold out of iShares MSCI Germany ETF (EWG) in Q2 2014, closing a stake of 24,252 shares — an estimated $760K sold.

Sheets Smith Wealth Management first reported a position in EWG in Q2 2013 and held it in 4 quarters. The position peaked at $760K in Q1 2014. 232 funds tracked by Wall St. Rank hold EWG as of Q2 2014.

  • Sheets Smith Wealth Management reported no remaining iShares MSCI Germany ETF position as of Q2 2014 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 24,252 iShares MSCI Germany ETF shares in Q2 2014, an estimated $760K.
  • Sheets Smith Wealth Management first reported a position in iShares MSCI Germany ETF in Q2 2013 and held it in 4 quarters.
  • Sheets Smith Wealth Management's iShares MSCI Germany ETF position peaked at $760K in Q1 2014.
  • 232 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q2 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2014, filed 18 Sep 2014.