WCM
EWGS

Wealthcare Capital Management’s iShares MSCI Germany Small-Cap ETF EWGS Stock Holding History

Wealthcare Capital Management’s Portfolio EWGS Stock Details EWGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-117
Closed -$5K – 394
2015
Q2 		$5K Hold
117
– – ﹤0.01% 269
2015
Q1 		$5K Buy
+117
New +$4.56K ﹤0.01% 650

Other funds holding EWGS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EWM
Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
WEC
Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return

Wealthcare Capital Management's EWGS Position: Q3 2015 in Review

Wealthcare Capital Management sold out of iShares MSCI Germany Small-Cap ETF (EWGS) in Q3 2015, closing a stake of 117 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in EWGS in Q1 2015 and held it in 2 quarters. The position peaked at $5K in Q2 2015. 12 funds tracked by Wall St. Rank hold EWGS as of Q3 2015.

  • Wealthcare Capital Management reported no remaining iShares MSCI Germany Small-Cap ETF position as of Q3 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 117 iShares MSCI Germany Small-Cap ETF shares in Q3 2015, an estimated $5K.
  • Wealthcare Capital Management first reported a position in iShares MSCI Germany Small-Cap ETF in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's iShares MSCI Germany Small-Cap ETF position peaked at $5K in Q2 2015.
  • 12 funds tracked by Wall St. Rank held iShares MSCI Germany Small-Cap ETF as of Q3 2015.

Based on Wealthcare Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.