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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
Q2 		$106K Buy
2,570
+50
+2% +$2.1K ﹤0.01% 1678
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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Waverly Advisors's EWG Position: Q2 2026 in Review

Waverly Advisors increased its iShares MSCI Germany ETF (EWG) stake by 2% in Q2 2026, buying an estimated $2.1K and bringing the position to 2,570 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

Waverly Advisors first reported a position in EWG in Q3 2013 and has held it in 5 quarters since. The position peaked at $108K in Q4 2025. 186 funds tracked by Wall St. Rank hold EWG as of Q2 2026.

  • Waverly Advisors held 2,570 shares of iShares MSCI Germany ETF worth $106K as of Q2 2026.
  • Waverly Advisors bought 50 iShares MSCI Germany ETF shares in Q2 2026, an estimated $2.1K.
  • iShares MSCI Germany ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1678 holding.
  • Waverly Advisors first reported a position in iShares MSCI Germany ETF in Q3 2013 and has held it in 5 quarters since.
  • Waverly Advisors's iShares MSCI Germany ETF position peaked at $108K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.