Lenox Wealth Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Lenox Wealth Advisors’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 Q3	–	Sell	-133	Closed	-$3K	–	595
2020 Q2	$3K	Hold	133	–	–	﹤0.01%	482
2020 Q1	$3K	Hold	133	–	–	﹤0.01%	499
2019 Q4	$5K	Hold	133	–	–	﹤0.01%	479
2019 Q3	$4K	Hold	133	–	–	﹤0.01%	419
2019 Q2	$4K	Sell	133 -8,945	-99%	-$294K	﹤0.01%	329
2019 Q1	$300K	Buy	9,078 +8,945	+6,726%	+$285K	0.06%	52
2018 Q4	$4K	Hold	133	–	–	﹤0.01%	299
2018 Q3	$5K	Hold	133	–	–	﹤0.01%	308
2018 Q2	$5K	Hold	133	–	–	﹤0.01%	454
2018 Q1	$5K	Buy	+133	New	+$4.74K	﹤0.01%	417
2015 Q4	–	Sell	-79	Closed	-$3K	–	523
2015 Q3	$3K	Buy	+79	New	+$2.79K	﹤0.01%	307

Other funds holding EWU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lenox Wealth Advisors's EWU Position: Q3 2020 in Review

Lenox Wealth Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2020, closing a stake of 133 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in EWU in Q3 2015 and held it in 11 quarters. The position peaked at $300K in Q1 2019. 161 funds tracked by Wall St. Rank hold EWU as of Q3 2020.

Lenox Wealth Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 133 iShares MSCI United Kingdom ETF shares in Q3 2020, an estimated $3K.
Lenox Wealth Advisors first reported a position in iShares MSCI United Kingdom ETF in Q3 2015 and held it in 11 quarters.
Lenox Wealth Advisors's iShares MSCI United Kingdom ETF position peaked at $300K in Q1 2019.
161 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2020.

Based on Lenox Wealth Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.