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Strategic Financial Partners’s iShares MSCI Germany ETF EWG Stock Holding History

Strategic Financial Partners’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
Q2 		– Sell
-37,708
Closed -$1.5M – 89
2026
Q1 		$1.5M Sell
37,708
-11,818
-24% -$501K 0.65% 34
2025
Q4 		$2.1M Buy
49,526
+6,298
+15% +$261K 0.91% 22
2025
Q3 		$1.8M Buy
+43,228
New +$1.81M 0.82% 27
2025
Q2 		– Sell
-33,368
Closed -$1.24M – 77
2025
Q1 		$1.24M Sell
33,368
-18,641
-36% -$666K 0.65% 31
2024
Q4 		$1.65M Buy
52,009
+5,520
+12% +$179K 0.84% 26
2024
Q3 		$1.57M Buy
46,489
+1,593
+4% +$50.4K 0.8% 23
2024
Q2 		$1.37M Buy
44,896
+4,004
+10% +$125K 0.76% 25
2024
Q1 		$1.3M Buy
+40,892
New +$1.23M 0.72% 25
2023
Q4 		– Sell
-80,262
Closed -$2.1M – 70
2023
Q3 		$2.1M Buy
80,262
+140
+0.2% +$3.9K 1.28% 19
2023
Q2 		$2.29M Buy
80,122
+14,714
+22% +$423K 1.3% 20
2023
Q1 		$1.86M Buy
+65,408
New +$1.8M 1.14% 21

Other funds holding EWG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Strategic Financial Partners's EWG Position: Q2 2026 in Review

Strategic Financial Partners sold out of iShares MSCI Germany ETF (EWG) in Q2 2026, closing a stake of 37,708 shares — an estimated $1.5M sold.

Strategic Financial Partners first reported a position in EWG in Q1 2023 and held it in 11 quarters. The position peaked at $2.29M in Q2 2023. 186 funds tracked by Wall St. Rank hold EWG as of Q2 2026.

  • Strategic Financial Partners reported no remaining iShares MSCI Germany ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Partners sold 37,708 iShares MSCI Germany ETF shares in Q2 2026, an estimated $1.5M.
  • Strategic Financial Partners first reported a position in iShares MSCI Germany ETF in Q1 2023 and held it in 11 quarters.
  • Strategic Financial Partners's iShares MSCI Germany ETF position peaked at $2.29M in Q2 2023.
  • 186 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.