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Joel Isaacson & Co’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Joel Isaacson & Co’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
2013
Q3 		– Sell
-734
Closed -$26K – 495
2013
Q2 		$26K Buy
+734
New +$27.3K 0.01% 291

Other funds holding EWU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Joel Isaacson & Co's EWU Position: Q3 2013 in Review

Joel Isaacson & Co sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2013, closing a stake of 734 shares — an estimated $26K sold.

Joel Isaacson & Co first reported a position in EWU in Q2 2013 and held it in 1 quarter. The position peaked at $26K in Q2 2013. 150 funds tracked by Wall St. Rank hold EWU as of Q3 2013.

  • Joel Isaacson & Co reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2013 after selling out during the quarter.
  • Joel Isaacson & Co sold 734 iShares MSCI United Kingdom ETF shares in Q3 2013, an estimated $26K.
  • Joel Isaacson & Co first reported a position in iShares MSCI United Kingdom ETF in Q2 2013 and held it in 1 quarter.
  • Joel Isaacson & Co's iShares MSCI United Kingdom ETF position peaked at $26K in Q2 2013.
  • 150 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2013.

Based on Joel Isaacson & Co's 13F filing for Q3 2013, filed 26 Feb 2014.