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

Julex Capital Management’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
Q3 		$3K Sell
102
-167
-62% -$5.2K 0.01% 84
2019
Q2 		$8K Buy
+269
New +$8.85K 0.01% 38

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Goldman Sachs New York $1.15T AUM 47.82% 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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Julex Capital Management's EWU Position: Q3 2019 in Review

Julex Capital Management reduced its iShares MSCI United Kingdom ETF (EWU) stake by 62% in Q3 2019, selling an estimated $5.2K and leaving 102 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #84.

Julex Capital Management first reported a position in EWU in Q2 2019 and has held it in 2 quarters since. The position peaked at $8K in Q2 2019. 192 funds tracked by Wall St. Rank hold EWU as of Q3 2019.

  • Julex Capital Management held 102 shares of iShares MSCI United Kingdom ETF worth $3K as of Q3 2019.
  • Julex Capital Management sold 167 iShares MSCI United Kingdom ETF shares in Q3 2019, an estimated $5.2K.
  • iShares MSCI United Kingdom ETF made up 0.01% of Julex Capital Management's portfolio in Q3 2019, its #84 holding.
  • Julex Capital Management first reported a position in iShares MSCI United Kingdom ETF in Q2 2019 and has held it in 2 quarters since.
  • Julex Capital Management's iShares MSCI United Kingdom ETF position peaked at $8K in Q2 2019.
  • 192 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.