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Ferguson Wellman Capital Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Ferguson Wellman Capital 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
2021
Q1 		– Sell
-16,272
Closed -$477K – 357
2020
Q4 		$477K Buy
16,272
+75
+0.5% +$2.07K 0.01% 287
2020
Q3 		$413K Sell
16,197
-1,523
-9% -$40.1K 0.01% 277
2020
Q2 		$456K Sell
17,720
-1,550
-8% -$39.2K 0.01% 259
2020
Q1 		$460K Sell
19,270
-1,292
-6% -$38.7K 0.02% 231
2019
Q4 		$701K Sell
20,562
-1,563
-7% -$50.8K 0.02% 240
2019
Q3 		$695K Sell
22,125
-1,877
-8% -$58.5K 0.02% 236
2019
Q2 		$776K Sell
24,002
-10,665
-31% -$351K 0.03% 218
2019
Q1 		$1.14M Sell
34,667
-11,452
-25% -$365K 0.04% 194
2018
Q4 		$1.35M Buy
46,119
+20,312
+79% +$640K 0.05% 191
2018
Q3 		$881K Sell
25,807
-1,750
-6% -$59.8K 0.03% 194
2018
Q2 		$958K Sell
27,557
-2,120
-7% -$76.3K 0.03% 195
2018
Q1 		$1.03M Sell
29,677
-3,620
-11% -$129K 0.04% 192
2017
Q4 		$1.19M Buy
33,297
+705
+2% +$24.6K 0.04% 186
2017
Q3 		$1.14M Sell
32,592
-1,265
-4% -$43K 0.04% 181
2017
Q2 		$1.13M Sell
33,857
-1,724
-5% -$57.9K 0.04% 179
2017
Q1 		$1.16M Sell
35,581
-132,575
-79% -$4.21M 0.04% 178
2016
Q4 		$5.16M Buy
168,156
+154,299
+1,114% +$4.7M 0.21% 115
2016
Q3 		$439K Sell
13,857
-1,625
-10% -$50.9K 0.02% 230
2016
Q2 		$476K Sell
15,482
-1,055
-6% -$33.5K 0.02% 225
2016
Q1 		$519K Sell
16,537
-7,445
-31% -$226K 0.02% 215
2015
Q4 		$774K Buy
23,982
+12,107
+102% +$412K 0.03% 211
2015
Q3 		$389K Sell
11,875
-1,375
-10% -$48.5K 0.02% 251
2015
Q2 		$484K Sell
13,250
-2,300
-15% -$88K 0.02% 240
2015
Q1 		$560K Sell
15,550
-5,127
-25% -$188K 0.02% 236
2014
Q4 		$746K Buy
20,677
+11,642
+129% +$435K 0.03% 221
2014
Q3 		$350K Sell
9,035
-50
-0.6% -$2.04K 0.01% 260
2014
Q2 		$379K Sell
9,085
-580
-6% -$24.8K 0.02% 260
2014
Q1 		$398K Sell
9,665
-367
-4% -$15.1K 0.02% 245
2013
Q4 		$419K Sell
10,032
-3
-0% -$121 0.02% 238
2013
Q3 		$394K Buy
+10,035
New +$381K 0.02% 234

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ferguson Wellman Capital Management's EWU Position: Q1 2021 in Review

Ferguson Wellman Capital Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2021, closing a stake of 16,272 shares — an estimated $477K sold.

Ferguson Wellman Capital Management first reported a position in EWU in Q3 2013 and held it in 30 quarters. The position peaked at $5.16M in Q4 2016. 218 funds tracked by Wall St. Rank hold EWU as of Q1 2021.

  • Ferguson Wellman Capital Management reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2021 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 16,272 iShares MSCI United Kingdom ETF shares in Q1 2021, an estimated $477K.
  • Ferguson Wellman Capital Management first reported a position in iShares MSCI United Kingdom ETF in Q3 2013 and held it in 30 quarters.
  • Ferguson Wellman Capital Management's iShares MSCI United Kingdom ETF position peaked at $5.16M in Q4 2016.
  • 218 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2021.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2021, filed 26 Apr 2021.