TI
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Truepoint Inc’s iShares MSCI Germany ETF EWG Stock Holding History

Truepoint Inc’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
-20,817
Closed -$618K – 163
2023
Q4 		$618K Hold
20,817
– – 0.02% 113
2023
Q3 		$545K Hold
20,817
– – 0.02% 112
2023
Q2 		$595K Hold
20,817
– – 0.02% 91
2023
Q1 		$592K Hold
20,817
– – 0.02% 86
2022
Q4 		$515K Buy
20,817
+10,817
+108% +$252K 0.02% 96
2022
Q3 		$197K Hold
10,000
– – 0.01% 151
2022
Q2 		$230K Buy
+10,000
New +$261K 0.01% 146
2019
Q3 		– Sell
-18,275
Closed -$513K – 114
2019
Q2 		$513K Buy
18,275
+8,000
+78% +$224K 0.04% 68
2019
Q1 		$277K Buy
+10,275
New +$275K 0.02% 95

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

Truepoint Inc's EWG Position: Q1 2024 in Review

Truepoint Inc sold out of iShares MSCI Germany ETF (EWG) in Q1 2024, closing a stake of 20,817 shares — an estimated $618K sold.

Truepoint Inc first reported a position in EWG in Q1 2019 and held it in 9 quarters. The position peaked at $618K in Q4 2023. 170 funds tracked by Wall St. Rank hold EWG as of Q1 2024.

  • Truepoint Inc reported no remaining iShares MSCI Germany ETF position as of Q1 2024 after selling out during the quarter.
  • Truepoint Inc sold 20,817 iShares MSCI Germany ETF shares in Q1 2024, an estimated $618K.
  • Truepoint Inc first reported a position in iShares MSCI Germany ETF in Q1 2019 and held it in 9 quarters.
  • Truepoint Inc's iShares MSCI Germany ETF position peaked at $618K in Q4 2023.
  • 170 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.