IWP
EWU icon

Icon Wealth Partners’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Icon Wealth Partners’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
2018
Q1 		– Sell
-130
Closed -$5K – 406
2017
Q4 		$5K Buy
+130
New +$4.54K ﹤0.01% 778

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UCFA
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UBS Group
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MIS
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Bessemer Group
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Ameriprise
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BlackRock
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Icon Wealth Partners's EWU Position: Q1 2018 in Review

Icon Wealth Partners sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2018, closing a stake of 130 shares — an estimated $5K sold.

Icon Wealth Partners first reported a position in EWU in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 185 funds tracked by Wall St. Rank hold EWU as of Q1 2018.

  • Icon Wealth Partners reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 130 iShares MSCI United Kingdom ETF shares in Q1 2018, an estimated $5K.
  • Icon Wealth Partners first reported a position in iShares MSCI United Kingdom ETF in Q4 2017 and held it in 1 quarter.
  • Icon Wealth Partners's iShares MSCI United Kingdom ETF position peaked at $5K in Q4 2017.
  • 185 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2018.

Based on Icon Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.