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Aris Wealth Services’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Aris Wealth Services’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
2015
Q2 		– Sell
-5,656
Closed -$204K – 519
2015
Q1 		$204K Sell
5,656
-1,039
-16% -$38.2K 0.19% 99
2014
Q4 		$241K Buy
6,695
+596
+10% +$22.3K 0.27% 96
2014
Q3 		$236K Sell
6,099
-331
-5% -$13.5K 0.29% 89
2014
Q2 		$269K Buy
+6,430
New +$275K 0.35% 88

Other funds holding EWU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Aris Wealth Services's EWU Position: Q2 2015 in Review

Aris Wealth Services sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2015, closing a stake of 5,656 shares — an estimated $204K sold.

Aris Wealth Services first reported a position in EWU in Q2 2014 and held it in 4 quarters. The position peaked at $269K in Q2 2014. 157 funds tracked by Wall St. Rank hold EWU as of Q2 2015.

  • Aris Wealth Services reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2015 after selling out during the quarter.
  • Aris Wealth Services sold 5,656 iShares MSCI United Kingdom ETF shares in Q2 2015, an estimated $204K.
  • Aris Wealth Services first reported a position in iShares MSCI United Kingdom ETF in Q2 2014 and held it in 4 quarters.
  • Aris Wealth Services's iShares MSCI United Kingdom ETF position peaked at $269K in Q2 2014.
  • 157 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2015.

Based on Aris Wealth Services's 13F filing for Q2 2015, filed 13 Aug 2015.