BFM
EWU icon

Boston Financial Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Boston Financial 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
2016
Q4 		– Sell
-182,240
Closed -$5.77M – 282
2016
Q3 		$5.77M Sell
182,240
-10,499
-5% -$329K 0.47% 83
2016
Q2 		$5.92M Buy
+192,739
New +$6.12M 0.48% 82

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Boston Financial Management's EWU Position: Q4 2016 in Review

Boston Financial Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2016, closing a stake of 182,240 shares — an estimated $5.77M sold.

Boston Financial Management first reported a position in EWU in Q2 2016 and held it in 2 quarters. The position peaked at $5.92M in Q2 2016. 165 funds tracked by Wall St. Rank hold EWU as of Q4 2016.

  • Boston Financial Management reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2016 after selling out during the quarter.
  • Boston Financial Management sold 182,240 iShares MSCI United Kingdom ETF shares in Q4 2016, an estimated $5.77M.
  • Boston Financial Management first reported a position in iShares MSCI United Kingdom ETF in Q2 2016 and held it in 2 quarters.
  • Boston Financial Management's iShares MSCI United Kingdom ETF position peaked at $5.92M in Q2 2016.
  • 165 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2016.

Based on Boston Financial Management's 13F filing for Q4 2016, filed 10 Feb 2017.