EFG Asset Management (Americas)’s iShares MSCI United Kingdom ETF EWU Stock Holding History

EFG Asset Management (Americas)’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
2016 Q4	–	Sell	-1,200	Closed	-$38K	–	109
2016 Q3	$38K	Sell	1,200 -6,366	-84%	-$199K	0.02%	111
2016 Q2	$233K	Buy	7,566 +875	+13%	+$27.8K	0.11%	87
2016 Q1	$210K	Hold	6,691	–	–	0.11%	87
2015 Q4	$216K	Hold	6,691	–	–	0.13%	79
2015 Q3	$219K	Sell	6,691 -3,250	-33%	-$115K	0.14%	79
2015 Q2	$384K	Buy	9,941 +3,250	+49%	+$124K	0.24%	72
2015 Q1	$241K	Sell	6,691 -219	-3%	-$8.05K	0.19%	65
2014 Q4	$249K	Buy	+6,910	New	+$258K	0.15%	86

Other funds holding EWU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

EFG Asset Management (Americas)'s EWU Position: Q4 2016 in Review

EFG Asset Management (Americas) sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2016, closing a stake of 1,200 shares — an estimated $38K sold.

EFG Asset Management (Americas) first reported a position in EWU in Q4 2014 and held it in 8 quarters. The position peaked at $384K in Q2 2015. 165 funds tracked by Wall St. Rank hold EWU as of Q4 2016.

EFG Asset Management (Americas) reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2016 after selling out during the quarter.
EFG Asset Management (Americas) sold 1,200 iShares MSCI United Kingdom ETF shares in Q4 2016, an estimated $38K.
EFG Asset Management (Americas) first reported a position in iShares MSCI United Kingdom ETF in Q4 2014 and held it in 8 quarters.
EFG Asset Management (Americas)'s iShares MSCI United Kingdom ETF position peaked at $384K in Q2 2015.
165 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2016.

Based on EFG Asset Management (Americas)'s 13F filing for Q4 2016, filed 14 Feb 2017.