SMFS
EWG icon

Squar Milner Financial Services’s iShares MSCI Germany ETF EWG Stock Holding History

Squar Milner Financial Services’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
2020
Q3 		– Sell
-20,752
Closed -$563K – 60
2020
Q2 		$563K Buy
+20,752
New +$509K 0.32% 87
2020
Q1 		– Sell
-4,000
Closed -$106K – 793
2019
Q4 		$117K Sell
4,000
-22,113
-85% -$631K 0.06% 291
2019
Q3 		$761K Buy
26,113
+18,113
+226% +$487K 0.39% 70
2019
Q2 		$224K Buy
+8,000
New +$224K 0.15% 148

Other funds holding EWG

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Squar Milner Financial Services's EWG Position: Q3 2020 in Review

Squar Milner Financial Services sold out of iShares MSCI Germany ETF (EWG) in Q3 2020, closing a stake of 20,752 shares — an estimated $563K sold.

Squar Milner Financial Services first reported a position in EWG in Q2 2019 and held it in 4 quarters. The position peaked at $761K in Q3 2019. 194 funds tracked by Wall St. Rank hold EWG as of Q3 2020.

  • Squar Milner Financial Services reported no remaining iShares MSCI Germany ETF position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 20,752 iShares MSCI Germany ETF shares in Q3 2020, an estimated $563K.
  • Squar Milner Financial Services first reported a position in iShares MSCI Germany ETF in Q2 2019 and held it in 4 quarters.
  • Squar Milner Financial Services's iShares MSCI Germany ETF position peaked at $761K in Q3 2019.
  • 194 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.