EWM
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Executive Wealth Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Executive Wealth 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
2019
Q3 		– Sell
-509
Closed -$16K – 343
2019
Q2 		$16K Buy
+509
New +$16.8K ﹤0.01% 510

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MIS
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BlackRock
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MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Executive Wealth Management's EWU Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2019, closing a stake of 509 shares — an estimated $16K sold.

Executive Wealth Management first reported a position in EWU in Q2 2019 and held it in 1 quarter. The position peaked at $16K in Q2 2019. 192 funds tracked by Wall St. Rank hold EWU as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 509 iShares MSCI United Kingdom ETF shares in Q3 2019, an estimated $16K.
  • Executive Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q2 2019 and held it in 1 quarter.
  • Executive Wealth Management's iShares MSCI United Kingdom ETF position peaked at $16K in Q2 2019.
  • 192 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.