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

Lenox Wealth 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	-2,647	Closed	-$90K	–	722
2019 Q4	$90K	Buy	2,647 +2,013	+318%	+$65.5K	0.03%	231
2019 Q3	$19K	Sell	634 -889	-58%	-$27.7K	0.01%	370
2019 Q2	$49K	Buy	1,523 +149	+11%	+$4.9K	0.01%	249
2019 Q1	$45K	Buy	+1,374	New	+$43.8K	0.01%	248
2018 Q4	–	Sell	-1,542	Closed	-$53K	–	655
2018 Q3	$53K	Sell	1,542 -3,678	-70%	-$126K	0.02%	229
2018 Q2	$182K	Buy	5,220 +281	+6%	+$10.1K	0.06%	142
2018 Q1	$171K	Buy	4,939 +4,643	+1,569%	+$165K	0.06%	133
2017 Q4	$11K	Hold	296	–	–	﹤0.01%	374
2017 Q3	$10K	Hold	296	–	–	﹤0.01%	394
2017 Q2	$10K	Buy	+296	New	+$9.94K	﹤0.01%	373

Other funds holding EWU

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Lenox Wealth Management's EWU Position: Q1 2020 in Review

Lenox Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2020, closing a stake of 2,647 shares — an estimated $90K sold.

Lenox Wealth Management first reported a position in EWU in Q2 2017 and held it in 10 quarters. The position peaked at $182K in Q2 2018. 175 funds tracked by Wall St. Rank hold EWU as of Q1 2020.

Lenox Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Management sold 2,647 iShares MSCI United Kingdom ETF shares in Q1 2020, an estimated $90K.
Lenox Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q2 2017 and held it in 10 quarters.
Lenox Wealth Management's iShares MSCI United Kingdom ETF position peaked at $182K in Q2 2018.
175 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2020.

Based on Lenox Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.