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Bar Harbor Wealth Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Bar Harbor Wealth Management’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
2020
Q2 		– Sell
-10,111
Closed -$242K – 233
2020
Q1 		$242K Sell
10,111
-8,910
-47% -$267K 0.03% 211
2019
Q4 		$649K Sell
19,021
-20,264
-52% -$659K 0.07% 167
2019
Q3 		$1.24M Buy
39,285
+3,390
+9% +$106K 0.14% 123
2019
Q2 		$1.16M Sell
35,895
-115
-0.3% -$3.79K 0.13% 130
2019
Q1 		$1.19M Buy
36,010
+49
+0.1% +$1.56K 0.14% 120
2018
Q4 		$1.05M Sell
35,961
-3,558
-9% -$112K 0.14% 128
2018
Q3 		$1.35M Buy
39,519
+1,182
+3% +$40.4K 0.15% 116
2018
Q2 		$1.33M Sell
38,337
-54
-0.1% -$1.94K 0.16% 118
2018
Q1 		$1.33M Sell
38,391
-52
-0.1% -$1.85K 0.16% 118
2017
Q4 		$1.38M Sell
38,443
-6,966
-15% -$243K 0.16% 114
2017
Q3 		$1.58M Sell
45,409
-24,272
-35% -$824K 0.19% 105
2017
Q2 		$2.32M Sell
69,681
-3,082
-4% -$104K 0.28% 75
2017
Q1 		$2.37M Sell
72,763
-49,084
-40% -$1.56M 0.28% 72
2016
Q4 		$3.74M Sell
121,847
-12,654
-9% -$385K 0.41% 54
2016
Q3 		$4.26M Sell
134,501
-2,016
-1% -$63.1K 0.48% 48
2016
Q2 		$4.2M Sell
136,517
-16
-0% -$508 0.49% 48
2016
Q1 		$4.28M Sell
136,533
-1,974
-1% -$59.8K 0.52% 46
2015
Q4 		$4.47M Sell
138,507
-907
-0.7% -$30.8K 0.56% 45
2015
Q3 		$4.57M Buy
139,414
+818
+0.6% +$28.9K 0.61% 44
2015
Q2 		$5.06M Buy
138,596
+21,209
+18% +$812K 0.61% 46
2015
Q1 		$4.23M Buy
117,387
+6,715
+6% +$247K 0.51% 55
2014
Q4 		$3.99M Buy
110,672
+12,374
+13% +$462K 0.5% 55
2014
Q3 		$3.81M Buy
98,298
+2,069
+2% +$84.4K 0.49% 55
2014
Q2 		$4.02M Sell
96,229
-459
-0.5% -$19.6K 0.5% 54
2014
Q1 		$3.98M Buy
96,688
+2,351
+2% +$96.9K 0.51% 54
2013
Q4 		$3.94M Buy
94,337
+10,927
+13% +$440K 0.51% 55
2013
Q3 		$3.27M Buy
83,410
+3,898
+5% +$148K 0.46% 58
2013
Q2 		$2.81M Buy
+79,512
New +$2.96M 0.41% 62

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bar Harbor Wealth Management's EWU Position: Q2 2020 in Review

Bar Harbor Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2020, closing a stake of 10,111 shares — an estimated $242K sold.

Bar Harbor Wealth Management first reported a position in EWU in Q2 2013 and held it in 28 quarters. The position peaked at $5.06M in Q2 2015. 176 funds tracked by Wall St. Rank hold EWU as of Q2 2020.

  • Bar Harbor Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2020 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 10,111 iShares MSCI United Kingdom ETF shares in Q2 2020, an estimated $242K.
  • Bar Harbor Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q2 2013 and held it in 28 quarters.
  • Bar Harbor Wealth Management's iShares MSCI United Kingdom ETF position peaked at $5.06M in Q2 2015.
  • 176 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2020.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.