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Cornerstone Wealth Management’s iShares MSCI Austria ETF EWO Stock Holding History

Cornerstone Wealth Management’s Portfolio EWO Stock Details EWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$522K Buy
20,878
+1,283
+7% +$33K 0.1% 203
2017
Q4 		$503K Buy
19,595
+961
+5% +$22.9K 0.09% 211
2017
Q3 		$438K Buy
18,634
+2,662
+17% +$60.4K 0.09% 224
2017
Q2 		$343K Buy
15,972
+3,325
+26% +$67.1K 0.08% 249
2017
Q1 		$232K Buy
+12,647
New +$223K 0.06% 300

Other funds holding EWO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.4B AUM 33.21% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Cornerstone Wealth Management increased its iShares MSCI Austria ETF (EWO) stake by 6.5% in Q1 2018, buying an estimated $33K and bringing the position to 20,878 shares worth $522K. The position accounts for 0.1% of the portfolio, ranked #203.

Cornerstone Wealth Management first reported a position in EWO in Q1 2017 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold EWO as of Q1 2018.

  • Cornerstone Wealth Management held 20,878 shares of iShares MSCI Austria ETF worth $522K as of Q1 2018.
  • Cornerstone Wealth Management bought 1,283 iShares MSCI Austria ETF shares in Q1 2018, an estimated $33K.
  • iShares MSCI Austria ETF made up 0.1% of Cornerstone Wealth Management's portfolio in Q1 2018, its #203 holding.
  • Cornerstone Wealth Management first reported a position in iShares MSCI Austria ETF in Q1 2017 and has held it in 5 quarters since.
  • 69 funds tracked by Wall St. Rank held iShares MSCI Austria ETF as of Q1 2018.

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