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Cornerstone Wealth Management’s iShares MSCI Belgium ETF EWK Stock Holding History

Cornerstone Wealth Management’s Portfolio EWK Stock Details EWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-19,722
Closed -$430K – 396
2017
Q4 		$430K Buy
19,722
+1,132
+6% +$23.9K 0.08% 246
2017
Q3 		$396K Buy
18,590
+2,642
+17% +$54.4K 0.08% 243
2017
Q2 		$312K Buy
15,948
+3,476
+28% +$68.6K 0.07% 273
2017
Q1 		$233K Buy
+12,472
New +$226K 0.06% 297

Other funds holding EWK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Cornerstone Wealth Management's EWK Position: Q1 2018 in Review

Cornerstone Wealth Management sold out of iShares MSCI Belgium ETF (EWK) in Q1 2018, closing a stake of 19,722 shares — an estimated $430K sold.

Cornerstone Wealth Management first reported a position in EWK in Q1 2017 and held it in 4 quarters. The position peaked at $430K in Q4 2017. 44 funds tracked by Wall St. Rank hold EWK as of Q1 2018.

  • Cornerstone Wealth Management reported no remaining iShares MSCI Belgium ETF position as of Q1 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 19,722 iShares MSCI Belgium ETF shares in Q1 2018, an estimated $430K.
  • Cornerstone Wealth Management first reported a position in iShares MSCI Belgium ETF in Q1 2017 and held it in 4 quarters.
  • Cornerstone Wealth Management's iShares MSCI Belgium ETF position peaked at $430K in Q4 2017.
  • 44 funds tracked by Wall St. Rank held iShares MSCI Belgium ETF as of Q1 2018.

Based on Cornerstone Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.