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Baldwin Wealth Partners’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Baldwin Wealth Partners’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
Q1 		– Sell
-371
Closed -$11K – 508
2016
Q4 		$11K Hold
371
– – ﹤0.01% 433
2016
Q3 		$12K Buy
+371
New +$11.6K ﹤0.01% 433

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baldwin Wealth Partners's EWU Position: Q1 2017 in Review

Baldwin Wealth Partners sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2017, closing a stake of 371 shares — an estimated $11K sold.

Baldwin Wealth Partners first reported a position in EWU in Q3 2016 and held it in 2 quarters. The position peaked at $12K in Q3 2016. 172 funds tracked by Wall St. Rank hold EWU as of Q1 2017.

  • Baldwin Wealth Partners reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2017 after selling out during the quarter.
  • Baldwin Wealth Partners sold 371 iShares MSCI United Kingdom ETF shares in Q1 2017, an estimated $11K.
  • Baldwin Wealth Partners first reported a position in iShares MSCI United Kingdom ETF in Q3 2016 and held it in 2 quarters.
  • Baldwin Wealth Partners's iShares MSCI United Kingdom ETF position peaked at $12K in Q3 2016.
  • 172 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2017.

Based on Baldwin Wealth Partners's 13F filing for Q1 2017, filed 17 Apr 2017.