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Choreo LLC’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Choreo LLC’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
2018
Q2 		– Sell
-10,061
Closed -$350K – 246
2018
Q1 		$350K Sell
10,061
-4,096
-29% -$146K 0.04% 195
2017
Q4 		$507K Buy
14,157
+707
+5% +$24.7K 0.06% 153
2017
Q3 		$469K Buy
13,450
+183
+1% +$6.21K 0.06% 161
2017
Q2 		$442K Buy
13,267
+493
+4% +$16.6K 0.06% 158
2017
Q1 		$416K Buy
+12,774
New +$406K 0.06% 163

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Choreo LLC's EWU Position: Q2 2018 in Review

Choreo LLC sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2018, closing a stake of 10,061 shares — an estimated $350K sold.

Choreo LLC first reported a position in EWU in Q1 2017 and held it in 5 quarters. The position peaked at $507K in Q4 2017. 188 funds tracked by Wall St. Rank hold EWU as of Q2 2018.

  • Choreo LLC reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2018 after selling out during the quarter.
  • Choreo LLC sold 10,061 iShares MSCI United Kingdom ETF shares in Q2 2018, an estimated $350K.
  • Choreo LLC first reported a position in iShares MSCI United Kingdom ETF in Q1 2017 and held it in 5 quarters.
  • Choreo LLC's iShares MSCI United Kingdom ETF position peaked at $507K in Q4 2017.
  • 188 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2018.

Based on Choreo LLC's 13F filing for Q2 2018, filed 4 Jun 2020.