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Toth Financial Advisory’s iShares MSCI Germany ETF EWG Stock Holding History

Toth Financial Advisory’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
2015
Q3 		– Sell
-20,750
Closed -$579K – 114
2015
Q2 		$579K Buy
20,750
+3,000
+17% +$89.1K 0.19% 85
2015
Q1 		$530K Buy
17,750
+6,750
+61% +$194K 0.18% 92
2014
Q4 		$302K Buy
+11,000
New +$301K 0.1% 103

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WIM
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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
VIP
Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
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
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Toth Financial Advisory's EWG Position: Q3 2015 in Review

Toth Financial Advisory sold out of iShares MSCI Germany ETF (EWG) in Q3 2015, closing a stake of 20,750 shares — an estimated $579K sold.

Toth Financial Advisory first reported a position in EWG in Q4 2014 and held it in 3 quarters. The position peaked at $579K in Q2 2015. 208 funds tracked by Wall St. Rank hold EWG as of Q3 2015.

  • Toth Financial Advisory reported no remaining iShares MSCI Germany ETF position as of Q3 2015 after selling out during the quarter.
  • Toth Financial Advisory sold 20,750 iShares MSCI Germany ETF shares in Q3 2015, an estimated $579K.
  • Toth Financial Advisory first reported a position in iShares MSCI Germany ETF in Q4 2014 and held it in 3 quarters.
  • Toth Financial Advisory's iShares MSCI Germany ETF position peaked at $579K in Q2 2015.
  • 208 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q3 2015.

Based on Toth Financial Advisory's 13F filing for Q3 2015, filed 2 Oct 2015.