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Bar Harbor Wealth Management’s iShares MSCI Italy ETF EWI Stock Holding History

Bar Harbor Wealth Management’s Portfolio EWI Stock Details EWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-6,976
Closed -$202K – 312
2018
Q2 		$202K Buy
6,976
+99
+1% +$3.15K 0.02% 302
2018
Q1 		$221K Sell
6,877
-105
-2% -$3.41K 0.03% 285
2017
Q4 		$212K Buy
6,982
+604
+9% +$18.6K 0.02% 292
2017
Q3 		$200K Buy
+6,378
New +$191K 0.02% 288
2016
Q4 		– Sell
-5,925
Closed -$130K – 356
2016
Q3 		$130K Buy
5,925
+25
+0.4% +$552 0.01% 339
2016
Q2 		$128K Sell
5,900
-1,405
-19% -$33.5K 0.01% 315
2016
Q1 		$179K Buy
7,305
+15
+0.2% +$361 0.02% 297
2015
Q4 		$201K Sell
7,290
-33
-0.5% -$954 0.03% 279
2015
Q3 		$210K Sell
7,323
-328
-4% -$9.81K 0.03% 272
2015
Q2 		$228K Buy
7,651
+45
+0.6% +$1.39K 0.03% 269
2015
Q1 		$225K Sell
7,606
-237
-3% -$6.71K 0.03% 258
2014
Q4 		$213K Buy
7,843
+435
+6% +$12.5K 0.03% 254
2014
Q3 		$232K Buy
7,408
+19
+0.3% +$617 0.03% 242
2014
Q2 		$257K Buy
7,389
+34
+0.5% +$1.2K 0.03% 226
2014
Q1 		$260K Buy
7,355
+35
+0.5% +$1.15K 0.03% 228
2013
Q4 		$228K Sell
7,320
-1,407
-16% -$42.7K 0.03% 232
2013
Q3 		$247K Buy
8,727
+266
+3% +$7.06K 0.03% 224
2013
Q2 		$200K Buy
+8,461
New +$217K 0.03% 235

Other funds holding EWI

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bar Harbor Wealth Management's EWI Position: Q3 2018 in Review

Bar Harbor Wealth Management sold out of iShares MSCI Italy ETF (EWI) in Q3 2018, closing a stake of 6,976 shares — an estimated $202K sold.

Bar Harbor Wealth Management first reported a position in EWI in Q2 2013 and held it in 18 quarters. The position peaked at $260K in Q1 2014. 78 funds tracked by Wall St. Rank hold EWI as of Q3 2018.

  • Bar Harbor Wealth Management reported no remaining iShares MSCI Italy ETF position as of Q3 2018 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 6,976 iShares MSCI Italy ETF shares in Q3 2018, an estimated $202K.
  • Bar Harbor Wealth Management first reported a position in iShares MSCI Italy ETF in Q2 2013 and held it in 18 quarters.
  • Bar Harbor Wealth Management's iShares MSCI Italy ETF position peaked at $260K in Q1 2014.
  • 78 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q3 2018.

Based on Bar Harbor Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.