Envestnet Asset Management
EWUS icon

Envestnet Asset Management’s iShares MSCI United Kingdom Small-Cap ETF EWUS Stock Holding History

Envestnet Asset Management’s Portfolio EWUS Stock Details EWUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-17,275
Closed -$766K – 3019
2019
Q4 		$766K Buy
+17,275
New +$704K ﹤0.01% 2190

Other funds holding EWUS

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PCP
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SWM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
KPW
Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management's EWUS Position: Q1 2020 in Review

Envestnet Asset Management sold out of iShares MSCI United Kingdom Small-Cap ETF (EWUS) in Q1 2020, closing a stake of 17,275 shares — an estimated $766K sold.

Envestnet Asset Management first reported a position in EWUS in Q4 2019 and held it in 1 quarter. The position peaked at $766K in Q4 2019. 15 funds tracked by Wall St. Rank hold EWUS as of Q1 2020.

  • Envestnet Asset Management reported no remaining iShares MSCI United Kingdom Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Envestnet Asset Management sold 17,275 iShares MSCI United Kingdom Small-Cap ETF shares in Q1 2020, an estimated $766K.
  • Envestnet Asset Management first reported a position in iShares MSCI United Kingdom Small-Cap ETF in Q4 2019 and held it in 1 quarter.
  • Envestnet Asset Management's iShares MSCI United Kingdom Small-Cap ETF position peaked at $766K in Q4 2019.
  • 15 funds tracked by Wall St. Rank held iShares MSCI United Kingdom Small-Cap ETF as of Q1 2020.

Based on Envestnet Asset Management's 13F filing for Q1 2020, filed 23 Apr 2020.