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

Spire 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
2024
Q1 		– Sell
-36
Closed -$1.04K – 2334
2023
Q4 		$1.04K Sell
36
-265
-88% -$7.23K ﹤0.01% 2258
2023
Q3 		$7.89K Sell
301
-16,432
-98% -$458K ﹤0.01% 1803
2023
Q2 		$478K Buy
16,733
+13,008
+349% +$374K 0.02% 496
2023
Q1 		$106K Buy
3,725
+2,212
+146% +$61K ﹤0.01% 947
2022
Q4 		$37K Hold
1,513
– – ﹤0.01% 1097
2022
Q3 		$30K Sell
1,513
-184
-11% -$4.1K ﹤0.01% 1149
2022
Q2 		$39K Sell
1,697
-1,176
-41% -$30.6K ﹤0.01% 1392
2022
Q1 		$82K Buy
2,873
+147
+5% +$4.48K ﹤0.01% 1240
2021
Q4 		$89K Sell
2,726
-214
-7% -$7.1K ﹤0.01% 1447
2021
Q3 		$97K Sell
2,940
-56
-2% -$1.94K ﹤0.01% 1205
2021
Q2 		$104K Buy
2,996
+543
+22% +$19.1K ﹤0.01% 1169
2021
Q1 		$82K Buy
+2,453
New +$80K ﹤0.01% 1480

Other funds holding EWG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return

Spire Wealth Management's EWG Position: Q1 2024 in Review

Spire Wealth Management sold out of iShares MSCI Germany ETF (EWG) in Q1 2024, closing a stake of 36 shares — an estimated $1.04K sold.

Spire Wealth Management first reported a position in EWG in Q1 2021 and held it in 12 quarters. The position peaked at $478K in Q2 2023. 170 funds tracked by Wall St. Rank hold EWG as of Q1 2024.

  • Spire Wealth Management reported no remaining iShares MSCI Germany ETF position as of Q1 2024 after selling out during the quarter.
  • Spire Wealth Management sold 36 iShares MSCI Germany ETF shares in Q1 2024, an estimated $1.04K.
  • Spire Wealth Management first reported a position in iShares MSCI Germany ETF in Q1 2021 and held it in 12 quarters.
  • Spire Wealth Management's iShares MSCI Germany ETF position peaked at $478K in Q2 2023.
  • 170 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.