Wealthspire Advisors (Maryland)
EWG icon

Wealthspire Advisors (Maryland)’s iShares MSCI Germany ETF EWG Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-3,360
Closed -$90K – 948
2019
Q1 		$90K Sell
3,360
-100
-3% -$2.67K 0.01% 674
2018
Q4 		$88K Sell
3,460
-750
-18% -$20.3K 0.01% 646
2018
Q3 		$125K Sell
4,210
-100
-2% -$3.03K 0.01% 602
2018
Q2 		$129K Sell
4,310
-1,350
-24% -$43.5K 0.01% 604
2018
Q1 		$181K Sell
5,660
-1,910
-25% -$63.6K 0.02% 508
2017
Q4 		$250K Sell
7,570
-1,100
-13% -$36.2K 0.02% 417
2017
Q3 		$281K Sell
8,670
-2,150
-20% -$66.8K 0.03% 375
2017
Q2 		$328K Buy
+10,820
New +$327K 0.04% 325

Other funds holding EWG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EWG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI Germany ETF (EWG) in Q2 2019, closing a stake of 3,360 shares — an estimated $90K sold.

Wealthspire Advisors (Maryland) first reported a position in EWG in Q2 2017 and held it in 8 quarters. The position peaked at $328K in Q2 2017. 159 funds tracked by Wall St. Rank hold EWG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining iShares MSCI Germany ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,360 iShares MSCI Germany ETF shares in Q2 2019, an estimated $90K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares MSCI Germany ETF in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s iShares MSCI Germany ETF position peaked at $328K in Q2 2017.
  • 159 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.