Clear Perspective Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Clear Perspective Advisors’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	-9,750	Closed	-$315K	–	162
2019 Q2	$315K	Buy	+9,750	New	+$321K	0.2%	106
2019 Q1	–	Sell	-9,750	Closed	-$310K	–	104
2018 Q4	$286K	Hold	9,750	–	–	0.24%	105
2018 Q3	$333K	Hold	9,750	–	–	0.25%	107
2018 Q2	$339K	Hold	9,750	–	–	0.24%	105
2018 Q1	$339K	Hold	9,750	–	–	0.25%	98
2017 Q4	$349K	Hold	9,750	–	–	0.27%	96
2017 Q3	$340K	Hold	9,750	–	–	0.28%	96
2017 Q2	$325K	Hold	9,750	–	–	0.27%	89
2017 Q1	$317K	Hold	9,750	–	–	0.21%	91
2016 Q4	$299K	Buy	+9,750	New	+$297K	0.2%	105

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 13.96% 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

Clear Perspective Advisors's EWU Position: Q3 2019 in Review

Clear Perspective Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2019, closing a stake of 9,750 shares — an estimated $315K sold.

Clear Perspective Advisors first reported a position in EWU in Q4 2016 and held it in 10 quarters. The position peaked at $349K in Q4 2017. 192 funds tracked by Wall St. Rank hold EWU as of Q3 2019.

Clear Perspective Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2019 after selling out during the quarter.
Clear Perspective Advisors sold 9,750 iShares MSCI United Kingdom ETF shares in Q3 2019, an estimated $315K.
Clear Perspective Advisors first reported a position in iShares MSCI United Kingdom ETF in Q4 2016 and held it in 10 quarters.
Clear Perspective Advisors's iShares MSCI United Kingdom ETF position peaked at $349K in Q4 2017.
192 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2019.

Based on Clear Perspective Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.