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Waverly Advisors’s iShares MSCI Germany ETF EWG Stock Holding History

Waverly 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
2026
Q1 		$100K Sell
2,520
-14
-0.6% -$593 ﹤0.01% 1532
2025
Q4 		$108K Buy
+2,534
New +$105K ﹤0.01% 1422
2014
Q1 		– Sell
-346
Closed -$11K – 736
2013
Q4 		$11K Hold
346
– – ﹤0.01% 539
2013
Q3 		$10K Buy
+346
New +$9.15K 0.01% 436

Other funds holding EWG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $732M AUM 28.13% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Waverly Advisors's EWG Position: Q1 2026 in Review

Waverly Advisors reduced its iShares MSCI Germany ETF (EWG) stake by 0.55% in Q1 2026, selling an estimated $593 and leaving 2,520 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Waverly Advisors first reported a position in EWG in Q3 2013 and has held it in 4 quarters since. The position peaked at $108K in Q4 2025. 208 funds tracked by Wall St. Rank hold EWG as of Q1 2026.

  • Waverly Advisors held 2,520 shares of iShares MSCI Germany ETF worth $100K as of Q1 2026.
  • Waverly Advisors sold 14 iShares MSCI Germany ETF shares in Q1 2026, an estimated $593.
  • iShares MSCI Germany ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1532 holding.
  • Waverly Advisors first reported a position in iShares MSCI Germany ETF in Q3 2013 and has held it in 4 quarters since.
  • Waverly Advisors's iShares MSCI Germany ETF position peaked at $108K in Q4 2025.
  • 208 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.