Ballew Advisors’s iShares MSCI China Small-Cap ETF ECNS Stock Holding History

Ballew Advisors’s Portfolio ECNS Stock Details ECNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-90	Closed	-$4K	–	184
2018 Q3	$4K	Buy	+90	New	+$4.3K	﹤0.01%	365

Other funds holding ECNS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Ballew Advisors's ECNS Position: Q4 2018 in Review

Ballew Advisors sold out of iShares MSCI China Small-Cap ETF (ECNS) in Q4 2018, closing a stake of 90 shares — an estimated $4K sold.

Ballew Advisors first reported a position in ECNS in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 11 funds tracked by Wall St. Rank hold ECNS as of Q4 2018.

Ballew Advisors reported no remaining iShares MSCI China Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 90 iShares MSCI China Small-Cap ETF shares in Q4 2018, an estimated $4K.
Ballew Advisors first reported a position in iShares MSCI China Small-Cap ETF in Q3 2018 and held it in 1 quarter.
Ballew Advisors's iShares MSCI China Small-Cap ETF position peaked at $4K in Q3 2018.
11 funds tracked by Wall St. Rank held iShares MSCI China Small-Cap ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.