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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $732M AUM 28.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Whalen Wealth Management's EWG Position: Q4 2025 in Review

Whalen Wealth Management sold out of iShares MSCI Germany ETF (EWG) in Q4 2025, closing a stake of 5,877 shares — an estimated $245K sold.

Whalen Wealth Management first reported a position in EWG in Q1 2025 and held it in 2 quarters. The position peaked at $1.02M in Q1 2025. 219 funds tracked by Wall St. Rank hold EWG as of Q4 2025.

  • Whalen Wealth Management reported no remaining iShares MSCI Germany ETF position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 5,877 iShares MSCI Germany ETF shares in Q4 2025, an estimated $245K.
  • Whalen Wealth Management first reported a position in iShares MSCI Germany ETF in Q1 2025 and held it in 2 quarters.
  • Whalen Wealth Management's iShares MSCI Germany ETF position peaked at $1.02M in Q1 2025.
  • 219 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.