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

Arete Wealth Advisors’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
Q1 		– Sell
-8,462
Closed -$303K – 328
2017
Q4 		$303K Buy
+8,462
New +$296K 0.1% 234

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arete Wealth Advisors's EWU Position: Q1 2018 in Review

Arete Wealth Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2018, closing a stake of 8,462 shares — an estimated $303K sold.

Arete Wealth Advisors first reported a position in EWU in Q4 2017 and held it in 1 quarter. The position peaked at $303K in Q4 2017. 185 funds tracked by Wall St. Rank hold EWU as of Q1 2018.

  • Arete Wealth Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2018 after selling out during the quarter.
  • Arete Wealth Advisors sold 8,462 iShares MSCI United Kingdom ETF shares in Q1 2018, an estimated $303K.
  • Arete Wealth Advisors first reported a position in iShares MSCI United Kingdom ETF in Q4 2017 and held it in 1 quarter.
  • Arete Wealth Advisors's iShares MSCI United Kingdom ETF position peaked at $303K in Q4 2017.
  • 185 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2018.

Based on Arete Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.