Axa’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Axa’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 Q2	–	Sell	-33,200	Closed	-$1.15M	–	1367
2018 Q1	$1.15M	Hold	33,200	–	–	﹤0.01%	972
2017 Q4	$1.19M	Hold	33,200	–	–	﹤0.01%	963
2017 Q3	$1.16M	Hold	33,200	–	–	0.01%	930
2017 Q2	$1.11M	Hold	33,200	–	–	0.01%	911
2017 Q1	$1.08M	Hold	33,200	–	–	﹤0.01%	916
2016 Q4	$1.02M	Hold	33,200	–	–	﹤0.01%	902
2016 Q3	$1.05M	Hold	33,200	–	–	﹤0.01%	891
2016 Q2	$1.02M	Hold	33,200	–	–	﹤0.01%	863
2016 Q1	$1.04M	Hold	33,200	–	–	﹤0.01%	861
2015 Q4	$1.07M	Hold	33,200	–	–	﹤0.01%	893
2015 Q3	$1.09M	Hold	33,200	–	–	﹤0.01%	896
2015 Q2	$1.21M	Sell	33,200 -750	-2%	-$28.7K	﹤0.01%	924
2015 Q1	$1.22M	Sell	33,950 -27,200	-44%	-$1,000K	0.01%	900
2014 Q4	$2.21M	Buy	+61,150	New	+$2.29M	0.01%	759
2014 Q3	–	Sell	-61,150	Closed	-$2.55M	–	1443
2014 Q2	$2.55M	Hold	61,150	–	–	0.01%	713
2014 Q1	$2.52M	Sell	61,150 -5,050	-8%	-$208K	0.01%	706
2013 Q4	$2.77M	Sell	66,200 -368,200	-85%	-$14.8M	0.01%	691
2013 Q3	$17M	Hold	434,400	–	–	0.08%	254
2013 Q2	$15.3M	Buy	+434,400	New	+$16.2M	0.08%	251

Other funds holding EWU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

PAG

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

Axa's EWU Position: Q2 2018 in Review

Axa sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2018, closing a stake of 33,200 shares — an estimated $1.15M sold.

Axa first reported a position in EWU in Q2 2013 and held it in 19 quarters. The position peaked at $17M in Q3 2013. 187 funds tracked by Wall St. Rank hold EWU as of Q2 2018.

Axa reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2018 after selling out during the quarter.
Axa sold 33,200 iShares MSCI United Kingdom ETF shares in Q2 2018, an estimated $1.15M.
Axa first reported a position in iShares MSCI United Kingdom ETF in Q2 2013 and held it in 19 quarters.
Axa's iShares MSCI United Kingdom ETF position peaked at $17M in Q3 2013.
187 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2018.

Based on Axa's 13F filing for Q2 2018, filed 13 Aug 2018.