JBF Capital’s iShares MSCI United Kingdom ETF EWU Stock Holding History

JBF Capital’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
2019 Q4	–	Sell	-13,000	Closed	-$409K	–	83
2019 Q3	$409K	Hold	13,000	–	–	0.07%	45
2019 Q2	$420K	Sell	13,000 -12,000	-48%	-$395K	0.08%	42
2019 Q1	$825K	Sell	25,000 -20,600	-45%	-$656K	0.15%	29
2018 Q4	$1.34M	Buy	+45,600	New	+$1.44M	0.26%	25

Other funds holding EWU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JBF Capital's EWU Position: Q4 2019 in Review

JBF Capital sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2019, closing a stake of 13,000 shares — an estimated $409K sold.

JBF Capital first reported a position in EWU in Q4 2018 and held it in 4 quarters. The position peaked at $1.34M in Q4 2018. 205 funds tracked by Wall St. Rank hold EWU as of Q4 2019.

JBF Capital reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2019 after selling out during the quarter.
JBF Capital sold 13,000 iShares MSCI United Kingdom ETF shares in Q4 2019, an estimated $409K.
JBF Capital first reported a position in iShares MSCI United Kingdom ETF in Q4 2018 and held it in 4 quarters.
JBF Capital's iShares MSCI United Kingdom ETF position peaked at $1.34M in Q4 2018.
205 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2019.

Based on JBF Capital's 13F filing for Q4 2019, filed 14 Feb 2020.