Valeo Financial Advisors’s iShares MSCI Germany Small-Cap ETF EWGS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-250
Closed -$15K 1891
2018
Q2
$15K Hold
250
﹤0.01% 850
2018
Q1
$16K Buy
+250
New +$16.6K ﹤0.01% 805

Other funds holding EWGS

Valeo Financial Advisors's EWGS Position: Q3 2018 in Review

Valeo Financial Advisors sold out of iShares MSCI Germany Small-Cap ETF (EWGS) in Q3 2018, closing a stake of 250 shares — an estimated $15K sold.

Valeo Financial Advisors first reported a position in EWGS in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2018. 20 funds tracked by Wall St. Rank hold EWGS as of Q3 2018.

  • Valeo Financial Advisors reported no remaining iShares MSCI Germany Small-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 250 iShares MSCI Germany Small-Cap ETF shares in Q3 2018, an estimated $15K.
  • Valeo Financial Advisors first reported a position in iShares MSCI Germany Small-Cap ETF in Q1 2018 and held it in 2 quarters.
  • Valeo Financial Advisors's iShares MSCI Germany Small-Cap ETF position peaked at $16K in Q1 2018.
  • 20 funds tracked by Wall St. Rank held iShares MSCI Germany Small-Cap ETF as of Q3 2018.

Based on Valeo Financial Advisors's 13F filing for Q3 2018, filed 1 Nov 2018.