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Beacon Trust’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Beacon Trust’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
2015
Q2 		– Sell
-5,512
Closed -$199K – 205
2015
Q1 		$199K Sell
5,512
-103
-2% -$3.79K 0.03% 208
2014
Q4 		$202K Buy
+5,615
New +$210K 0.03% 208
2014
Q3 		– Sell
-8,435
Closed -$352K – 207
2014
Q2 		$352K Sell
8,435
-105
-1% -$4.49K 0.06% 147
2014
Q1 		$352K Buy
8,540
+3,139
+58% +$129K 0.06% 140
2013
Q4 		$226K Buy
+5,401
New +$218K 0.04% 168

Other funds holding EWU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Beacon Trust's EWU Position: Q2 2015 in Review

Beacon Trust sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2015, closing a stake of 5,512 shares — an estimated $199K sold.

Beacon Trust first reported a position in EWU in Q4 2013 and held it in 5 quarters. The position peaked at $352K in Q2 2014. 157 funds tracked by Wall St. Rank hold EWU as of Q2 2015.

  • Beacon Trust reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2015 after selling out during the quarter.
  • Beacon Trust sold 5,512 iShares MSCI United Kingdom ETF shares in Q2 2015, an estimated $199K.
  • Beacon Trust first reported a position in iShares MSCI United Kingdom ETF in Q4 2013 and held it in 5 quarters.
  • Beacon Trust's iShares MSCI United Kingdom ETF position peaked at $352K in Q2 2014.
  • 157 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2015.

Based on Beacon Trust's 13F filing for Q2 2015, filed 27 Jul 2015.