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Juncture Wealth Strategies’s iShares MSCI Italy ETF EWI Stock Holding History

Juncture Wealth Strategies’s Portfolio EWI Stock Details EWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-45,130
Closed -$1.23M – 72
2014
Q4 		$1.23M Buy
+45,130
New +$1.3M 0.59% 44

Other funds holding EWI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Brinker Capital
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

Juncture Wealth Strategies's EWI Position: Q1 2015 in Review

Juncture Wealth Strategies sold out of iShares MSCI Italy ETF (EWI) in Q1 2015, closing a stake of 45,130 shares — an estimated $1.23M sold.

Juncture Wealth Strategies first reported a position in EWI in Q4 2014 and held it in 1 quarter. The position peaked at $1.23M in Q4 2014. 84 funds tracked by Wall St. Rank hold EWI as of Q1 2015.

  • Juncture Wealth Strategies reported no remaining iShares MSCI Italy ETF position as of Q1 2015 after selling out during the quarter.
  • Juncture Wealth Strategies sold 45,130 iShares MSCI Italy ETF shares in Q1 2015, an estimated $1.23M.
  • Juncture Wealth Strategies first reported a position in iShares MSCI Italy ETF in Q4 2014 and held it in 1 quarter.
  • Juncture Wealth Strategies's iShares MSCI Italy ETF position peaked at $1.23M in Q4 2014.
  • 84 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q1 2015.

Based on Juncture Wealth Strategies's 13F filing for Q1 2015, filed 24 Apr 2015.