Independent Portfolio Consultants’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Independent Portfolio Consultants’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
2015 Q3	–	Sell	-613	Closed	-$22K	–	812
2015 Q2	$22K	Buy	+613	New	+$23.5K	﹤0.01%	703
2015 Q1	–	Sell	-7,965	Closed	-$287K	–	1005
2014 Q4	$287K	Sell	7,965 -5,785	-42%	-$216K	0.06%	317
2014 Q3	$533K	Sell	13,750 -3,603	-21%	-$147K	0.14%	210
2014 Q2	$725K	Sell	17,353 -17,695	-50%	-$757K	0.2%	138
2014 Q1	$1.44M	Buy	+35,048	New	+$1.44M	0.46%	43

Other funds holding EWU

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

PVH

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Independent Portfolio Consultants's EWU Position: Q3 2015 in Review

Independent Portfolio Consultants sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2015, closing a stake of 613 shares — an estimated $22K sold.

Independent Portfolio Consultants first reported a position in EWU in Q1 2014 and held it in 5 quarters. The position peaked at $1.44M in Q1 2014. 160 funds tracked by Wall St. Rank hold EWU as of Q3 2015.

Independent Portfolio Consultants reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2015 after selling out during the quarter.
Independent Portfolio Consultants sold 613 iShares MSCI United Kingdom ETF shares in Q3 2015, an estimated $22K.
Independent Portfolio Consultants first reported a position in iShares MSCI United Kingdom ETF in Q1 2014 and held it in 5 quarters.
Independent Portfolio Consultants's iShares MSCI United Kingdom ETF position peaked at $1.44M in Q1 2014.
160 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2015.

Based on Independent Portfolio Consultants's 13F filing for Q3 2015, filed 19 Oct 2015.