ACG Wealth’s iShares MSCI United Kingdom ETF EWU Stock Holding History

ACG Wealth’s Portfolio EWU Stock Details EWU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-9,333	Closed	-$311K	–	300
2017 Q2	$311K	Buy	+9,333	New	+$314K	0.05%	231

Other funds holding EWU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

ACG Wealth's EWU Position: Q3 2017 in Review

ACG Wealth sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2017, closing a stake of 9,333 shares — an estimated $311K sold.

ACG Wealth first reported a position in EWU in Q2 2017 and held it in 1 quarter. The position peaked at $311K in Q2 2017. 165 funds tracked by Wall St. Rank hold EWU as of Q3 2017.

ACG Wealth reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2017 after selling out during the quarter.
ACG Wealth sold 9,333 iShares MSCI United Kingdom ETF shares in Q3 2017, an estimated $311K.
ACG Wealth first reported a position in iShares MSCI United Kingdom ETF in Q2 2017 and held it in 1 quarter.
ACG Wealth's iShares MSCI United Kingdom ETF position peaked at $311K in Q2 2017.
165 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2017.

Based on ACG Wealth's 13F filing for Q3 2017, filed 7 Nov 2017.