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TrueWealth LLC’s iShares MSCI Germany ETF EWG Stock Holding History

TrueWealth LLC’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
2018
Q4 		– Sell
-672
Closed -$20K – 751
2018
Q3 		$20K Hold
672
– – 0.01% 387
2018
Q2 		$20K Buy
+672
New +$21.6K 0.01% 387

Other funds holding EWG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TrueWealth LLC's EWG Position: Q4 2018 in Review

TrueWealth LLC sold out of iShares MSCI Germany ETF (EWG) in Q4 2018, closing a stake of 672 shares — an estimated $20K sold.

TrueWealth LLC first reported a position in EWG in Q2 2018 and held it in 2 quarters. The position peaked at $20K in Q3 2018. 173 funds tracked by Wall St. Rank hold EWG as of Q4 2018.

  • TrueWealth LLC reported no remaining iShares MSCI Germany ETF position as of Q4 2018 after selling out during the quarter.
  • TrueWealth LLC sold 672 iShares MSCI Germany ETF shares in Q4 2018, an estimated $20K.
  • TrueWealth LLC first reported a position in iShares MSCI Germany ETF in Q2 2018 and held it in 2 quarters.
  • TrueWealth LLC's iShares MSCI Germany ETF position peaked at $20K in Q3 2018.
  • 173 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q4 2018.

Based on TrueWealth LLC's 13F filing for Q4 2018, filed 18 Jan 2019.