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Cornerstone Wealth Management’s iShares MSCI Spain ETF EWP Stock Holding History

Cornerstone Wealth Management’s Portfolio EWP Stock Details EWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-12,547
Closed -$414K – 414
2017
Q3 		$414K Buy
12,547
+1,884
+18% +$63.4K 0.09% 233
2017
Q2 		$352K Buy
+10,663
New +$345K 0.08% 240

Other funds holding EWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return

Cornerstone Wealth Management's EWP Position: Q4 2017 in Review

Cornerstone Wealth Management sold out of iShares MSCI Spain ETF (EWP) in Q4 2017, closing a stake of 12,547 shares — an estimated $414K sold.

Cornerstone Wealth Management first reported a position in EWP in Q2 2017 and held it in 2 quarters. The position peaked at $414K in Q3 2017. 105 funds tracked by Wall St. Rank hold EWP as of Q4 2017.

  • Cornerstone Wealth Management reported no remaining iShares MSCI Spain ETF position as of Q4 2017 after selling out during the quarter.
  • Cornerstone Wealth Management sold 12,547 iShares MSCI Spain ETF shares in Q4 2017, an estimated $414K.
  • Cornerstone Wealth Management first reported a position in iShares MSCI Spain ETF in Q2 2017 and held it in 2 quarters.
  • Cornerstone Wealth Management's iShares MSCI Spain ETF position peaked at $414K in Q3 2017.
  • 105 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q4 2017.

Based on Cornerstone Wealth Management's 13F filing for Q4 2017, filed 9 Feb 2018.