AFAM Capital’s iShares MSCI United Kingdom ETF EWU Stock Holding History

AFAM Capital’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
2018 Q3	$775K	Buy	22,718 +2,710	+14%	+$92.6K	0.11%	146
2018 Q2	$696K	Sell	20,008 -26,765	-57%	-$963K	0.1%	154
2018 Q1	$1.63M	Sell	46,773 -146,859	-76%	-$5.23M	0.18%	152
2017 Q4	$6.94M	Buy	193,632 +621	+0.3%	+$21.7K	0.76%	45
2017 Q3	$6.73M	Sell	193,011 -3,213	-2%	-$109K	0.81%	42
2017 Q2	$6.54M	Buy	196,224 +171,156	+683%	+$5.75M	0.84%	39
2017 Q1	$816K	Sell	25,068 -64,800	-72%	-$2.06M	0.11%	162
2016 Q4	$2.76M	Sell	89,868 -71,155	-44%	-$2.17M	0.42%	97
2016 Q3	$5.1M	Sell	161,023 -40,541	-20%	-$1.27M	0.82%	48
2016 Q2	$6.2M	Buy	201,564 +82,177	+69%	+$2.61M	1.02%	24
2016 Q1	$3.74M	Buy	+119,387	New	+$3.62M	0.61%	77
2014 Q1	–	Sell	-70,873	Closed	-$2.96M	–	146
2013 Q4	$2.96M	Buy	+70,873	New	+$2.86M	0.4%	96

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PAG

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

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

AFAM Capital's EWU Position: Q3 2018 in Review

AFAM Capital increased its iShares MSCI United Kingdom ETF (EWU) stake by 14% in Q3 2018, buying an estimated $92.6K and bringing the position to 22,718 shares worth $775K. The position accounts for 0.11% of the portfolio, ranked #146.

AFAM Capital first reported a position in EWU in Q4 2013 and has held it in 12 quarters since. The position peaked at $6.94M in Q4 2017. 191 funds tracked by Wall St. Rank hold EWU as of Q3 2018.

AFAM Capital held 22,718 shares of iShares MSCI United Kingdom ETF worth $775K as of Q3 2018.
AFAM Capital bought 2,710 iShares MSCI United Kingdom ETF shares in Q3 2018, an estimated $92.6K.
iShares MSCI United Kingdom ETF made up 0.11% of AFAM Capital's portfolio in Q3 2018, its #146 holding.
AFAM Capital first reported a position in iShares MSCI United Kingdom ETF in Q4 2013 and has held it in 12 quarters since.
AFAM Capital's iShares MSCI United Kingdom ETF position peaked at $6.94M in Q4 2017.
191 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2018.

Based on AFAM Capital's 13F filing for Q3 2018, filed 14 Nov 2018.