Bellecapital’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Bellecapital’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
2019 Q4	–	Sell	-12,000	Closed	-$377K	–	151
2019 Q3	$377K	Hold	12,000	–	–	0.23%	88
2019 Q2	$388K	Hold	12,000	–	–	0.24%	83
2019 Q1	$396K	Hold	12,000	–	–	0.25%	74
2018 Q4	$352K	Hold	12,000	–	–	0.25%	70
2018 Q3	$409K	Hold	12,000	–	–	0.27%	61
2018 Q2	$417K	Hold	12,000	–	–	0.3%	54
2018 Q1	$417K	Hold	12,000	–	–	0.39%	50
2017 Q4	$430K	Hold	12,000	–	–	0.35%	48
2017 Q3	$418K	Hold	12,000	–	–	0.49%	42
2017 Q2	$400K	Buy	+12,000	New	+$403K	0.35%	44
2017 Q1	–	Sell	-10,000	Closed	-$307K	–	81
2016 Q4	$307K	Buy	+10,000	New	+$304K	0.27%	55
2016 Q2	–	Sell	-5,000	Closed	-$157K	–	69
2016 Q1	$157K	Hold	5,000	–	–	0.21%	49
2015 Q4	$161K	Hold	5,000	–	–	0.21%	49
2015 Q3	$164K	Hold	5,000	–	–	0.24%	45
2015 Q2	$183K	Hold	5,000	–	–	0.23%	49
2015 Q1	$180K	Hold	5,000	–	–	0.24%	48
2014 Q4	$180K	Hold	5,000	–	–	0.24%	54
2014 Q3	$194K	Hold	5,000	–	–	0.23%	52
2014 Q2	$209K	Sell	5,000 -7,500	-60%	-$321K	0.21%	67
2014 Q1	$515K	Hold	12,500	–	–	0.45%	54
2013 Q4	$522K	Buy	+12,500	New	+$504K	0.5%	50

Other funds holding EWU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bellecapital's EWU Position: Q4 2019 in Review

Bellecapital sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2019, closing a stake of 12,000 shares — an estimated $377K sold.

Bellecapital first reported a position in EWU in Q4 2013 and held it in 21 quarters. The position peaked at $522K in Q4 2013. 205 funds tracked by Wall St. Rank hold EWU as of Q4 2019.

Bellecapital reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2019 after selling out during the quarter.
Bellecapital sold 12,000 iShares MSCI United Kingdom ETF shares in Q4 2019, an estimated $377K.
Bellecapital first reported a position in iShares MSCI United Kingdom ETF in Q4 2013 and held it in 21 quarters.
Bellecapital's iShares MSCI United Kingdom ETF position peaked at $522K in Q4 2013.
205 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2019.

Based on Bellecapital's 13F filing for Q4 2019, filed 12 Feb 2020.