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Independent Portfolio Consultants’s iShares MSCI Italy ETF EWI Stock Holding History

Independent Portfolio Consultants’s Portfolio EWI Stock Details EWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-24,443
Closed -$700K – 773
2015
Q3 		$700K Sell
24,443
-16,917
-41% -$506K 0.15% 191
2015
Q2 		$1.23M Buy
+41,360
New +$1.28M 0.25% 144
2014
Q3 		– Sell
-3,693
Closed -$128K – 866
2014
Q2 		$128K Buy
+3,693
New +$131K 0.04% 495

Other funds holding EWI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Independent Portfolio Consultants's EWI Position: Q4 2015 in Review

Independent Portfolio Consultants sold out of iShares MSCI Italy ETF (EWI) in Q4 2015, closing a stake of 24,443 shares — an estimated $700K sold.

Independent Portfolio Consultants first reported a position in EWI in Q2 2014 and held it in 3 quarters. The position peaked at $1.23M in Q2 2015. 89 funds tracked by Wall St. Rank hold EWI as of Q4 2015.

  • Independent Portfolio Consultants reported no remaining iShares MSCI Italy ETF position as of Q4 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 24,443 iShares MSCI Italy ETF shares in Q4 2015, an estimated $700K.
  • Independent Portfolio Consultants first reported a position in iShares MSCI Italy ETF in Q2 2014 and held it in 3 quarters.
  • Independent Portfolio Consultants's iShares MSCI Italy ETF position peaked at $1.23M in Q2 2015.
  • 89 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q4 2015.

Based on Independent Portfolio Consultants's 13F filing for Q4 2015, filed 12 Jan 2016.