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Arete Wealth Advisors’s iShares MSCI Italy ETF EWI Stock Holding History

Arete Wealth Advisors’s Portfolio EWI Stock Details EWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-7,483
Closed -$235K – 319
2017
Q3 		$235K Buy
+7,483
New +$224K 0.09% 228

Other funds holding EWI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Arete Wealth Advisors's EWI Position: Q4 2017 in Review

Arete Wealth Advisors sold out of iShares MSCI Italy ETF (EWI) in Q4 2017, closing a stake of 7,483 shares — an estimated $235K sold.

Arete Wealth Advisors first reported a position in EWI in Q3 2017 and held it in 1 quarter. The position peaked at $235K in Q3 2017. 82 funds tracked by Wall St. Rank hold EWI as of Q4 2017.

  • Arete Wealth Advisors reported no remaining iShares MSCI Italy ETF position as of Q4 2017 after selling out during the quarter.
  • Arete Wealth Advisors sold 7,483 iShares MSCI Italy ETF shares in Q4 2017, an estimated $235K.
  • Arete Wealth Advisors first reported a position in iShares MSCI Italy ETF in Q3 2017 and held it in 1 quarter.
  • Arete Wealth Advisors's iShares MSCI Italy ETF position peaked at $235K in Q3 2017.
  • 82 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q4 2017.

Based on Arete Wealth Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.