JWCA
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J.W. Cole Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

J.W. Cole Advisors’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
2020
Q1 		– Sell
-10,057
Closed -$343K – 219
2019
Q4 		$343K Buy
+10,057
New +$327K 0.04% 385

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

J.W. Cole Advisors's EWU Position: Q1 2020 in Review

J.W. Cole Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2020, closing a stake of 10,057 shares — an estimated $343K sold.

J.W. Cole Advisors first reported a position in EWU in Q4 2019 and held it in 1 quarter. The position peaked at $343K in Q4 2019. 175 funds tracked by Wall St. Rank hold EWU as of Q1 2020.

  • J.W. Cole Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2020 after selling out during the quarter.
  • J.W. Cole Advisors sold 10,057 iShares MSCI United Kingdom ETF shares in Q1 2020, an estimated $343K.
  • J.W. Cole Advisors first reported a position in iShares MSCI United Kingdom ETF in Q4 2019 and held it in 1 quarter.
  • J.W. Cole Advisors's iShares MSCI United Kingdom ETF position peaked at $343K in Q4 2019.
  • 175 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2020.

Based on J.W. Cole Advisors's 13F filing for Q1 2020, filed 7 May 2020.