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Legacy Private Trust’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Legacy Private Trust’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
Q3 		– Sell
-6,769
Closed -$226K – 243
2017
Q2 		$226K Buy
+6,769
New +$227K 0.03% 212

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Legacy Private Trust's EWU Position: Q3 2017 in Review

Legacy Private Trust sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2017, closing a stake of 6,769 shares — an estimated $226K sold.

Legacy Private Trust first reported a position in EWU in Q2 2017 and held it in 1 quarter. The position peaked at $226K in Q2 2017. 165 funds tracked by Wall St. Rank hold EWU as of Q3 2017.

  • Legacy Private Trust reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2017 after selling out during the quarter.
  • Legacy Private Trust sold 6,769 iShares MSCI United Kingdom ETF shares in Q3 2017, an estimated $226K.
  • Legacy Private Trust first reported a position in iShares MSCI United Kingdom ETF in Q2 2017 and held it in 1 quarter.
  • Legacy Private Trust's iShares MSCI United Kingdom ETF position peaked at $226K in Q2 2017.
  • 165 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2017.

Based on Legacy Private Trust's 13F filing for Q3 2017, filed 13 Oct 2017.