Capital Wealth Planning’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Capital Wealth Planning’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 Q3	–	Sell	-8,248	Closed	-$267K	–	274
2019 Q2	$267K	Buy	+8,248	New	+$271K	0.02%	196
2018 Q2	–	Sell	-13,500	Closed	-$469K	–	97
2018 Q1	$469K	Hold	13,500	–	–	0.33%	43
2017 Q4	$484K	Hold	13,500	–	–	0.67%	13
2017 Q3	$470K	Hold	13,500	–	–	0.37%	44
2017 Q2	$450K	Hold	13,500	–	–	0.07%	68
2017 Q1	$439K	Hold	13,500	–	–	0.37%	36
2016 Q4	$414K	Hold	13,500	–	–	0.37%	41
2016 Q3	$428K	Hold	13,500	–	–	0.33%	42
2016 Q2	$415K	Hold	13,500	–	–	0.31%	51
2016 Q1	$423K	Hold	13,500	–	–	0.3%	48
2015 Q4	$436K	Hold	13,500	–	–	0.4%	50
2015 Q3	$444K	Hold	13,500	–	–	0.35%	52
2015 Q2	$493K	Hold	13,500	–	–	0.29%	59
2015 Q1	$486K	Buy	13,500 +8,050	+148%	+$296K	0.25%	66
2014 Q4	$197K	Hold	5,450	–	–	0.09%	106
2014 Q3	$211K	Buy	+5,450	New	+$222K	0.09%	113

Other funds holding EWU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Wealth Planning's EWU Position: Q3 2019 in Review

Capital Wealth Planning sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2019, closing a stake of 8,248 shares — an estimated $267K sold.

Capital Wealth Planning first reported a position in EWU in Q3 2014 and held it in 16 quarters. The position peaked at $493K in Q2 2015. 192 funds tracked by Wall St. Rank hold EWU as of Q3 2019.

Capital Wealth Planning reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2019 after selling out during the quarter.
Capital Wealth Planning sold 8,248 iShares MSCI United Kingdom ETF shares in Q3 2019, an estimated $267K.
Capital Wealth Planning first reported a position in iShares MSCI United Kingdom ETF in Q3 2014 and held it in 16 quarters.
Capital Wealth Planning's iShares MSCI United Kingdom ETF position peaked at $493K in Q2 2015.
192 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2019.

Based on Capital Wealth Planning's 13F filing for Q3 2019, filed 12 Nov 2019.