WWM
EWG icon

Whalen Wealth Management’s iShares MSCI Germany ETF EWG Stock Holding History

Whalen Wealth Management’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
Q3 		$1.1M Buy
+26,687
New +$1.14M 0.47% 59
2025
Q4 		– Sell
-5,877
Closed -$245K – 204
2025
Q3 		$245K Buy
+5,877
New +$246K 0.14% 155
2025
Q2 		– Sell
-27,488
Closed -$1.02M – 207
2025
Q1 		$1.02M Buy
+27,488
New +$982K 0.68% 33

Other funds holding EWG

FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

Whalen Wealth Management's EWG Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in iShares MSCI Germany ETF (EWG) in Q3 2026: 26,687 shares worth $1.1M. The stake represents 0.47% of the portfolio and ranks #59 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in EWG as recently as Q3 2025.

Whalen Wealth Management first reported a position in EWG in Q1 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold EWG as of Q3 2026.

  • Whalen Wealth Management held 26,687 shares of iShares MSCI Germany ETF worth $1.1M as of Q3 2026.
  • iShares MSCI Germany ETF was a new Whalen Wealth Management position in Q3 2026.
  • iShares MSCI Germany ETF made up 0.47% of Whalen Wealth Management's portfolio in Q3 2026, its #59 holding.
  • Whalen Wealth Management first reported a position in iShares MSCI Germany ETF in Q1 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.