JR
EWU icon

John Rogers’s iShares MSCI United Kingdom ETF EWU Stock Holding History

John Rogers’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
2017
Q2 		– Sell
-9,974
Closed -$325K – 189
2017
Q1 		$325K Sell
9,974
-6,777
-40% -$215K ﹤0.01% 187
2016
Q4 		$514K Hold
16,751
– – 0.01% 188
2016
Q3 		$531K Sell
16,751
-62,859
-79% -$1.97M 0.01% 183
2016
Q2 		$2.45M Sell
79,610
-6,248
-7% -$198K 0.03% 164
2016
Q1 		$2.69M Hold
85,858
– – 0.03% 166
2015
Q4 		$2.77M Buy
85,858
+61,680
+255% +$2.1M 0.03% 167
2015
Q3 		$793K Sell
24,178
-4,156
-15% -$147K 0.01% 184
2015
Q2 		$1.03M Hold
28,334
– – 0.01% 181
2015
Q1 		$1.02M Buy
28,334
+2,684
+10% +$98.6K 0.01% 185
2014
Q4 		$925K Buy
+25,650
New +$959K 0.01% 187
2014
Q3 		– Sell
-25,650
Closed -$1.07M – 189
2014
Q2 		$1.07M Hold
25,650
– – 0.01% 181
2014
Q1 		$1.06M Buy
25,650
+6,359
+33% +$262K 0.01% 176
2013
Q4 		$806K Buy
+19,291
New +$777K 0.01% 174

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

John Rogers's EWU Position: Q2 2017 in Review

John Rogers sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2017, closing a stake of 9,974 shares — an estimated $325K sold.

John Rogers first reported a position in EWU in Q4 2013 and held it in 13 quarters. The position peaked at $2.77M in Q4 2015. 171 funds tracked by Wall St. Rank hold EWU as of Q2 2017.

  • John Rogers reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2017 after selling out during the quarter.
  • John Rogers sold 9,974 iShares MSCI United Kingdom ETF shares in Q2 2017, an estimated $325K.
  • John Rogers first reported a position in iShares MSCI United Kingdom ETF in Q4 2013 and held it in 13 quarters.
  • John Rogers's iShares MSCI United Kingdom ETF position peaked at $2.77M in Q4 2015.
  • 171 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2017.

Based on Ariel Investments's 13F filing for Q2 2017, filed 14 Aug 2017.