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

Kalos 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
2020
Q1 		– Sell
-7,015
Closed -$239K – 226
2019
Q4 		$239K Sell
7,015
-223
-3% -$7.25K 0.09% 173
2019
Q3 		$226K Sell
7,238
-3,510
-33% -$109K 0.09% 169
2019
Q2 		$316K Buy
10,748
+2,256
+27% +$74.2K 0.14% 150
2019
Q1 		$280K Sell
8,492
-2,256
-21% -$71.8K 0.18% 119
2018
Q4 		$315K Sell
10,748
-1,145
-10% -$36.1K 0.15% 134
2018
Q3 		$407K Sell
11,893
-45
-0.4% -$1.54K 0.22% 106
2018
Q2 		$410K Buy
11,938
+359
+3% +$12.9K 0.19% 133
2018
Q1 		$399K Buy
11,579
+225
+2% +$8.02K 0.24% 97
2017
Q4 		$394K Buy
11,354
+290
+3% +$10.1K 0.19% 139
2017
Q3 		$384K Sell
11,064
-9
-0.1% -$306 0.25% 109
2017
Q2 		$376K Buy
11,073
+500
+5% +$16.8K 0.34% 84
2017
Q1 		$341K Sell
10,573
-384
-4% -$12.2K 0.24% 106
2016
Q4 		$336K Sell
10,957
-885
-7% -$26.9K 0.27% 95
2016
Q3 		$375K Buy
11,842
+442
+4% +$13.8K 0.32% 89
2016
Q2 		$350K Buy
11,400
+1,512
+15% +$48K 0.27% 110
2016
Q1 		$319K Hold
9,888
– – 0.27% 108
2015
Q4 		$320K Buy
+9,888
New +$336K 0.24% 108

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kalos Management's EWU Position: Q1 2020 in Review

Kalos Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2020, closing a stake of 7,015 shares — an estimated $239K sold.

Kalos Management first reported a position in EWU in Q4 2015 and held it in 17 quarters. The position peaked at $410K in Q2 2018. 175 funds tracked by Wall St. Rank hold EWU as of Q1 2020.

  • Kalos Management reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2020 after selling out during the quarter.
  • Kalos Management sold 7,015 iShares MSCI United Kingdom ETF shares in Q1 2020, an estimated $239K.
  • Kalos Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2015 and held it in 17 quarters.
  • Kalos Management's iShares MSCI United Kingdom ETF position peaked at $410K in Q2 2018.
  • 175 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2020.

Based on Kalos Management's 13F filing for Q1 2020, filed 13 May 2020.