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Advisor Group’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Advisor Group’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
2019
Q4 		$530K Buy
15,526
+5,199
+50% +$169K ﹤0.01% 1625
2019
Q3 		$325K Sell
10,327
-1,197
-10% -$37.3K ﹤0.01% 1934
2019
Q2 		$373K Sell
11,524
-1,162
-9% -$38.2K ﹤0.01% 1820
2019
Q1 		$420K Sell
12,686
-2,103
-14% -$67K ﹤0.01% 1719
2018
Q4 		$434K Buy
14,789
+4,779
+48% +$151K ﹤0.01% 1512
2018
Q3 		$341K Sell
10,010
-1,021
-9% -$34.9K ﹤0.01% 1767
2018
Q2 		$383K Buy
11,031
+94
+0.9% +$3.38K 0.01% 1512
2018
Q1 		$381K Sell
10,937
-912
-8% -$32.5K 0.01% 1512
2017
Q4 		$425K Buy
11,849
+24
+0.2% +$839 0.01% 1434
2017
Q3 		$413K Buy
11,825
+1,620
+16% +$55K 0.01% 1320
2017
Q2 		$339K Buy
10,205
+5,580
+121% +$187K 0.01% 1393
2017
Q1 		$151K Sell
4,625
-3,790
-45% -$120K ﹤0.01% 1860
2016
Q4 		$258K Sell
8,415
-4,213
-33% -$128K 0.01% 1385
2016
Q3 		$399K Sell
12,628
-2,208
-15% -$69.1K 0.01% 1099
2016
Q2 		$455K Buy
+14,836
New +$471K 0.01% 966

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisor Group's EWU Position: Q4 2019 in Review

Advisor Group increased its iShares MSCI United Kingdom ETF (EWU) stake by 50% in Q4 2019, buying an estimated $169K and bringing the position to 15,526 shares worth $530K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Advisor Group first reported a position in EWU in Q2 2016 and has held it in 15 quarters since. 205 funds tracked by Wall St. Rank hold EWU as of Q4 2019.

  • Advisor Group held 15,526 shares of iShares MSCI United Kingdom ETF worth $530K as of Q4 2019.
  • Advisor Group bought 5,199 iShares MSCI United Kingdom ETF shares in Q4 2019, an estimated $169K.
  • iShares MSCI United Kingdom ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1625 holding.
  • Advisor Group first reported a position in iShares MSCI United Kingdom ETF in Q2 2016 and has held it in 15 quarters since.
  • 205 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.