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

Tradition 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
2021
Q3 		– Sell
-500
Closed -$17K – 1178
2021
Q2 		$17K Buy
+500
New +$17.6K ﹤0.01% 797

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
NVCHI
New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return

Tradition Wealth Management's EWG Position: Q3 2021 in Review

Tradition Wealth Management sold out of iShares MSCI Germany ETF (EWG) in Q3 2021, closing a stake of 500 shares — an estimated $17K sold.

Tradition Wealth Management first reported a position in EWG in Q2 2021 and held it in 1 quarter. The position peaked at $17K in Q2 2021. 214 funds tracked by Wall St. Rank hold EWG as of Q3 2021.

  • Tradition Wealth Management reported no remaining iShares MSCI Germany ETF position as of Q3 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 500 iShares MSCI Germany ETF shares in Q3 2021, an estimated $17K.
  • Tradition Wealth Management first reported a position in iShares MSCI Germany ETF in Q2 2021 and held it in 1 quarter.
  • Tradition Wealth Management's iShares MSCI Germany ETF position peaked at $17K in Q2 2021.
  • 214 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q3 2021.

Based on Tradition Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.