Ariel Investments’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Ariel Investments’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 Q2	–	Sell	-9,974	Closed	-$325K	–	189
2017 Q1	$325K	Sell	9,974 -6,777	-40%	-$215K	﹤0.01%	187
2016 Q4	$514K	Hold	16,751	–	–	0.01%	188
2016 Q3	$531K	Sell	16,751 -62,859	-79%	-$1.97M	0.01%	183
2016 Q2	$2.45M	Sell	79,610 -6,248	-7%	-$198K	0.03%	164
2016 Q1	$2.69M	Hold	85,858	–	–	0.03%	166
2015 Q4	$2.77M	Buy	85,858 +61,680	+255%	+$2.1M	0.03%	167
2015 Q3	$793K	Sell	24,178 -4,156	-15%	-$147K	0.01%	184
2015 Q2	$1.03M	Hold	28,334	–	–	0.01%	181
2015 Q1	$1.02M	Buy	28,334 +2,684	+10%	+$98.6K	0.01%	185
2014 Q4	$925K	Buy	+25,650	New	+$959K	0.01%	187
2014 Q3	–	Sell	-25,650	Closed	-$1.07M	–	189
2014 Q2	$1.07M	Hold	25,650	–	–	0.01%	181
2014 Q1	$1.06M	Buy	25,650 +6,359	+33%	+$262K	0.01%	176
2013 Q4	$806K	Buy	+19,291	New	+$777K	0.01%	174

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

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

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

PVH

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Ariel Investments's EWU Position: Q2 2017 in Review

Ariel Investments sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2017, closing a stake of 9,974 shares — an estimated $325K sold.

Ariel Investments first reported a position in EWU in Q4 2013 and held it in 13 quarters. The position peaked at $2.77M in Q4 2015. 171 funds tracked by Wall St. Rank hold EWU as of Q2 2017.

Ariel Investments reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2017 after selling out during the quarter.
Ariel Investments sold 9,974 iShares MSCI United Kingdom ETF shares in Q2 2017, an estimated $325K.
Ariel Investments first reported a position in iShares MSCI United Kingdom ETF in Q4 2013 and held it in 13 quarters.
Ariel Investments's iShares MSCI United Kingdom ETF position peaked at $2.77M in Q4 2015.
171 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2017.

Based on Ariel Investments's 13F filing for Q2 2017, filed 14 Aug 2017.