Valeo Financial Advisors’s iShares MSCI Germany ETF EWG Stock Holding History

Valeo Financial Advisors’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 Q2	–	Sell	-17,254	Closed	-$577K	–	925
2021 Q1	$577K	Hold	17,254	–	–	0.03%	254
2020 Q4	$548K	Buy	+17,254	New	+$518K	0.03%	237
2020 Q2	–	Sell	-300	Closed	-$7K	–	2059
2020 Q1	$7K	Buy	+300	New	+$7.98K	﹤0.01%	1199
2019 Q3	–	Sell	-63	Closed	-$2K	–	1589
2019 Q2	$2K	Hold	63	–	–	﹤0.01%	1397
2019 Q1	$2K	Sell	63 -1,075	-94%	-$28.7K	﹤0.01%	1348
2018 Q4	$29K	Hold	1,138	–	–	﹤0.01%	611
2018 Q3	$31K	Hold	1,138	–	–	﹤0.01%	653
2018 Q2	$34K	Buy	1,138 +89	+8%	+$2.87K	﹤0.01%	630
2018 Q1	$34K	Hold	1,049	–	–	0.01%	578
2017 Q4	$35K	Buy	1,049 +3	+0.3%	+$99	0.01%	541
2017 Q3	$34K	Buy	+1,046	New	+$32.5K	0.01%	469

Other funds holding EWG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

NVCHI

New Vernon Capital Holdings II Morristown, New Jersey $181M AUM 44.15% 1-Year Est. Return

Valeo Financial Advisors's EWG Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares MSCI Germany ETF (EWG) in Q2 2021, closing a stake of 17,254 shares — an estimated $577K sold.

Valeo Financial Advisors first reported a position in EWG in Q3 2017 and held it in 11 quarters. The position peaked at $577K in Q1 2021. 225 funds tracked by Wall St. Rank hold EWG as of Q2 2021.

Valeo Financial Advisors reported no remaining iShares MSCI Germany ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 17,254 iShares MSCI Germany ETF shares in Q2 2021, an estimated $577K.
Valeo Financial Advisors first reported a position in iShares MSCI Germany ETF in Q3 2017 and held it in 11 quarters.
Valeo Financial Advisors's iShares MSCI Germany ETF position peaked at $577K in Q1 2021.
225 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.