Financial Architects (New Jersey)’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Financial Architects (New Jersey)’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
2017 Q3	–	Sell	-906	Closed	-$30K	–	1515
2017 Q2	$30K	Buy	906 +659	+267%	+$22.1K	0.01%	841
2017 Q1	$8K	Buy	+247	New	+$7.85K	﹤0.01%	1180
2016 Q4	–	Sell	-916	Closed	-$29K	–	1420
2016 Q3	$29K	Buy	+916	New	+$28.7K	0.01%	741
2015 Q3	–	Sell	-209	Closed	-$8K	–	444
2015 Q2	$8K	Buy	+209	New	+$8K	﹤0.01%	842
2014 Q4	–	Sell	-232	Closed	-$9K	–	971
2014 Q3	$9K	Sell	232 -976	-81%	-$39.8K	﹤0.01%	628
2014 Q2	$50K	Buy	+1,208	New	+$51.7K	0.02%	317

Other funds holding EWU

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

PVH

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Financial Architects (New Jersey)'s EWU Position: Q3 2017 in Review

Financial Architects (New Jersey) sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2017, closing a stake of 906 shares — an estimated $30K sold.

Financial Architects (New Jersey) first reported a position in EWU in Q2 2014 and held it in 6 quarters. The position peaked at $50K in Q2 2014. 165 funds tracked by Wall St. Rank hold EWU as of Q3 2017.

Financial Architects (New Jersey) reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2017 after selling out during the quarter.
Financial Architects (New Jersey) sold 906 iShares MSCI United Kingdom ETF shares in Q3 2017, an estimated $30K.
Financial Architects (New Jersey) first reported a position in iShares MSCI United Kingdom ETF in Q2 2014 and held it in 6 quarters.
Financial Architects (New Jersey)'s iShares MSCI United Kingdom ETF position peaked at $50K in Q2 2014.
165 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2017, filed 23 Oct 2017.