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F-Squared Investment Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

F-Squared 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
2015
Q2 		$9.42M Buy
+257,975
New +$9.87M 0.61% 21
2014
Q4 		– Sell
-341,525
Closed -$13.2M – 31
2014
Q3 		$13.2M Buy
+341,525
New +$13.9M 0.31% 34

Other funds holding EWU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

F-Squared Investment Management's EWU Position: Q2 2015 in Review

F-Squared Investment Management opened a new position in iShares MSCI United Kingdom ETF (EWU) in Q2 2015: 257,975 shares worth $9.42M. The stake represents 0.61% of the portfolio and ranks #21 among its holdings. This is a return to the name: F-Squared Investment Management previously reported a position in EWU as recently as Q3 2014.

F-Squared Investment Management first reported a position in EWU in Q3 2014 and has held it in 2 quarters since. The position peaked at $13.2M in Q3 2014. 157 funds tracked by Wall St. Rank hold EWU as of Q2 2015.

  • F-Squared Investment Management held 257,975 shares of iShares MSCI United Kingdom ETF worth $9.42M as of Q2 2015.
  • iShares MSCI United Kingdom ETF was a new F-Squared Investment Management position in Q2 2015.
  • iShares MSCI United Kingdom ETF made up 0.61% of F-Squared Investment Management's portfolio in Q2 2015, its #21 holding.
  • F-Squared Investment Management first reported a position in iShares MSCI United Kingdom ETF in Q3 2014 and has held it in 2 quarters since.
  • F-Squared Investment Management's iShares MSCI United Kingdom ETF position peaked at $13.2M in Q3 2014.
  • 157 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2015.

Based on F-Squared Investment Management's 13F filing for Q2 2015, filed 5 Aug 2015.