Edmond de Rothschild Holding’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Edmond de Rothschild Holding’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
2017 Q4	–	Sell	-1,697	Closed	-$59K	–	800
2017 Q3	$59K	Sell	1,697 -825	-33%	-$28K	﹤0.01%	633
2017 Q2	$83K	Hold	2,522	–	–	﹤0.01%	580
2017 Q1	$82K	Hold	2,522	–	–	﹤0.01%	582
2016 Q4	$77K	Sell	2,522 -1	-0%	-$30	﹤0.01%	600
2016 Q3	$80K	Sell	2,523 -2,345	-48%	-$73.4K	﹤0.01%	610
2016 Q2	$150K	Buy	4,868 +585	+14%	+$18.6K	﹤0.01%	517
2016 Q1	$134K	Buy	4,283 +985	+30%	+$29.9K	﹤0.01%	519
2015 Q4	$107K	Hold	3,298	–	–	﹤0.01%	543
2015 Q3	$108K	Buy	3,298 +1,698	+106%	+$59.9K	﹤0.01%	534
2015 Q2	$58K	Buy	+1,600	New	+$61.2K	﹤0.01%	622

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Edmond de Rothschild Holding's EWU Position: Q4 2017 in Review

Edmond de Rothschild Holding sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2017, closing a stake of 1,697 shares — an estimated $59K sold.

Edmond de Rothschild Holding first reported a position in EWU in Q2 2015 and held it in 10 quarters. The position peaked at $150K in Q2 2016. 174 funds tracked by Wall St. Rank hold EWU as of Q4 2017.

Edmond de Rothschild Holding reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2017 after selling out during the quarter.
Edmond de Rothschild Holding sold 1,697 iShares MSCI United Kingdom ETF shares in Q4 2017, an estimated $59K.
Edmond de Rothschild Holding first reported a position in iShares MSCI United Kingdom ETF in Q2 2015 and held it in 10 quarters.
Edmond de Rothschild Holding's iShares MSCI United Kingdom ETF position peaked at $150K in Q2 2016.
174 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2017.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2017, filed 14 Feb 2018.