Lenox Wealth Management’s iShares MSCI Italy ETF EWI Stock Holding History

Lenox Wealth Management’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
2018 Q2	–	Sell	-5,437	Closed	-$174K	–	586
2018 Q1	$174K	Buy	5,437 +4,227	+349%	+$137K	0.06%	130
2017 Q4	$37K	Buy	1,210 +837	+224%	+$25.8K	0.01%	242
2017 Q3	$11K	Hold	373	–	–	﹤0.01%	379
2017 Q2	$10K	Buy	+373	New	+$10.1K	﹤0.01%	372

Other funds holding EWI

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Lenox Wealth Management's EWI Position: Q2 2018 in Review

Lenox Wealth Management sold out of iShares MSCI Italy ETF (EWI) in Q2 2018, closing a stake of 5,437 shares — an estimated $174K sold.

Lenox Wealth Management first reported a position in EWI in Q2 2017 and held it in 4 quarters. The position peaked at $174K in Q1 2018. 90 funds tracked by Wall St. Rank hold EWI as of Q2 2018.

Lenox Wealth Management reported no remaining iShares MSCI Italy ETF position as of Q2 2018 after selling out during the quarter.
Lenox Wealth Management sold 5,437 iShares MSCI Italy ETF shares in Q2 2018, an estimated $174K.
Lenox Wealth Management first reported a position in iShares MSCI Italy ETF in Q2 2017 and held it in 4 quarters.
Lenox Wealth Management's iShares MSCI Italy ETF position peaked at $174K in Q1 2018.
90 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q2 2018.

Based on Lenox Wealth Management's 13F filing for Q2 2018, filed 26 Jul 2018.