Integrated Wealth Management (Palm Desert)’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-429	Closed	-$14K	–	473
2016 Q3	$14K	Hold	429	–	–	0.01%	689
2016 Q2	$13K	Hold	429	–	–	0.01%	694
2016 Q1	$13K	Hold	429	–	–	0.01%	645
2015 Q4	$14K	Buy	+429	New	+$14.6K	0.01%	668

Other funds holding EWU

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PVH

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s EWU Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2016, closing a stake of 429 shares — an estimated $14K sold.

Integrated Wealth Management (Palm Desert) first reported a position in EWU in Q4 2015 and held it in 4 quarters. The position peaked at $14K in Q3 2016. 165 funds tracked by Wall St. Rank hold EWU as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 429 iShares MSCI United Kingdom ETF shares in Q4 2016, an estimated $14K.
Integrated Wealth Management (Palm Desert) first reported a position in iShares MSCI United Kingdom ETF in Q4 2015 and held it in 4 quarters.
Integrated Wealth Management (Palm Desert)'s iShares MSCI United Kingdom ETF position peaked at $14K in Q3 2016.
165 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.