Emerson Investment Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Emerson Investment Management’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 Q1	$6.32M	Buy	201,529 +25,616	+15%	+$777K	1.2%	37
2015 Q4	$5.68M	Sell	175,913 -47,633	-21%	-$1.62M	1.11%	40
2015 Q3	$7.33M	Buy	223,546 +918	+0.4%	+$32.4K	1.46%	23
2015 Q2	$8.13M	Buy	222,628 +5,367	+2%	+$205K	1.52%	24
2015 Q1	$7.83M	Buy	217,261 +5,235	+2%	+$192K	1.43%	26
2014 Q4	$7.65M	Sell	212,026 -11,406	-5%	-$426K	1.49%	21
2014 Q3	$8.66M	Buy	223,432 +3,797	+2%	+$155K	1.71%	13
2014 Q2	$9.17M	Buy	219,635 +6,387	+3%	+$273K	1.8%	14
2014 Q1	$8.78M	Buy	+213,248	New	+$8.79M	1.81%	13

Other funds holding EWU

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

PVH

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Emerson Investment Management's EWU Position: Q1 2016 in Review

Emerson Investment Management increased its iShares MSCI United Kingdom ETF (EWU) stake by 15% in Q1 2016, buying an estimated $777K and bringing the position to 201,529 shares worth $6.32M. The position accounts for 1.2% of the portfolio, ranked #37.

Emerson Investment Management first reported a position in EWU in Q1 2014 and has held it in 9 quarters since. The position peaked at $9.17M in Q2 2014. 156 funds tracked by Wall St. Rank hold EWU as of Q1 2016.

Emerson Investment Management held 201,529 shares of iShares MSCI United Kingdom ETF worth $6.32M as of Q1 2016.
Emerson Investment Management bought 25,616 iShares MSCI United Kingdom ETF shares in Q1 2016, an estimated $777K.
iShares MSCI United Kingdom ETF made up 1.2% of Emerson Investment Management's portfolio in Q1 2016, its #37 holding.
Emerson Investment Management first reported a position in iShares MSCI United Kingdom ETF in Q1 2014 and has held it in 9 quarters since.
Emerson Investment Management's iShares MSCI United Kingdom ETF position peaked at $9.17M in Q2 2014.
156 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2016.

Based on Emerson Investment Management's 13F filing for Q1 2016, filed 9 May 2016.