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

IHT 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
2018
Q2 		– Sell
-425
Closed -$15K – 723
2018
Q1 		$15K Hold
425
– – ﹤0.01% 1067
2017
Q4 		$15K Sell
425
-70
-14% -$2.45K ﹤0.01% 1065
2017
Q3 		$17K Buy
495
+345
+230% +$11.7K 0.01% 816
2017
Q2 		$134 Hold
150
– – 0.06% 292
2017
Q1 		$3K Sell
150
-345
-70% -$11K ﹤0.01% 1025
2016
Q4 		$15K Buy
+495
New +$15.1K 0.01% 709

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

IHT Wealth Management's EWU Position: Q2 2018 in Review

IHT Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2018, closing a stake of 425 shares — an estimated $15K sold.

IHT Wealth Management first reported a position in EWU in Q4 2016 and held it in 6 quarters. The position peaked at $17K in Q3 2017. 188 funds tracked by Wall St. Rank hold EWU as of Q2 2018.

  • IHT Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 425 iShares MSCI United Kingdom ETF shares in Q2 2018, an estimated $15K.
  • IHT Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's iShares MSCI United Kingdom ETF position peaked at $17K in Q3 2017.
  • 188 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.