CWM
EWUS icon

Concert Wealth Management’s iShares MSCI United Kingdom Small-Cap ETF EWUS Stock Holding History

Concert Wealth Management’s Portfolio EWUS Stock Details EWUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-11,702
Closed -$426K – 606
2016
Q3 		$426K Buy
11,702
+2,148
+22% +$76.3K 0.05% 409
2016
Q2 		$322K Buy
+9,554
New +$361K 0.04% 437

Other funds holding EWUS

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concert Wealth Management's EWUS Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares MSCI United Kingdom Small-Cap ETF (EWUS) in Q4 2016, closing a stake of 11,702 shares — an estimated $426K sold.

Concert Wealth Management first reported a position in EWUS in Q2 2016 and held it in 2 quarters. The position peaked at $426K in Q3 2016. 16 funds tracked by Wall St. Rank hold EWUS as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares MSCI United Kingdom Small-Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 11,702 iShares MSCI United Kingdom Small-Cap ETF shares in Q4 2016, an estimated $426K.
  • Concert Wealth Management first reported a position in iShares MSCI United Kingdom Small-Cap ETF in Q2 2016 and held it in 2 quarters.
  • Concert Wealth Management's iShares MSCI United Kingdom Small-Cap ETF position peaked at $426K in Q3 2016.
  • 16 funds tracked by Wall St. Rank held iShares MSCI United Kingdom Small-Cap ETF as of Q4 2016.

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