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Madison Investment Holdings’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Madison Investment Holdings’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
2019
Q3 		$7.82M Buy
248,855
+105,630
+74% +$3.29M 0.13% 136
2019
Q2 		$4.63M Sell
143,225
-282,676
-66% -$9.3M 0.08% 160
2019
Q1 		$14.1M Buy
425,901
+31,397
+8% +$1,000K 0.26% 112
2018
Q4 		$11.6M Buy
394,504
+356,871
+948% +$11.2M 0.23% 117
2018
Q3 		$1.28M Buy
37,633
+15,807
+72% +$540K 0.02% 200
2018
Q2 		$759K Buy
+21,826
New +$786K 0.01% 217
2017
Q3 		– Sell
-127,000
Closed -$4.23M – 254
2017
Q2 		$4.23M Sell
127,000
-11,024
-8% -$370K 0.08% 176
2017
Q1 		$4.49M Sell
138,024
-253,748
-65% -$8.07M 0.08% 168
2016
Q4 		$12M Buy
391,772
+13,239
+3% +$403K 0.23% 129
2016
Q3 		$12M Buy
378,533
+285,411
+306% +$8.93M 0.24% 122
2016
Q2 		$2.86M Buy
93,122
+38,804
+71% +$1.23M 0.06% 174
2016
Q1 		$1.7M Sell
54,318
-31,334
-37% -$950K 0.04% 174
2015
Q4 		$2.77M Sell
85,652
-18,500
-18% -$629K 0.06% 166
2015
Q3 		$3.41M Sell
104,152
-23,015
-18% -$812K 0.07% 169
2015
Q2 		$4.64M Buy
127,167
+23,780
+23% +$910K 0.09% 158
2015
Q1 		$3.72M Sell
103,387
-143,022
-58% -$5.26M 0.07% 157
2014
Q4 		$8.89M Sell
246,409
-28,387
-10% -$1.06M 0.19% 118
2014
Q3 		$10.7M Sell
274,796
-66,877
-20% -$2.73M 0.23% 116
2014
Q2 		$14.3M Buy
341,673
+65,549
+24% +$2.81M 0.29% 107
2014
Q1 		$11.4M Buy
276,124
+6,073
+2% +$250K 0.22% 120
2013
Q4 		$11.3M Buy
270,051
+53,505
+25% +$2.16M 0.22% 122
2013
Q3 		$8.5M Buy
+216,546
New +$8.23M 0.18% 126

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Madison Investment Holdings's EWU Position: Q3 2019 in Review

Madison Investment Holdings increased its iShares MSCI United Kingdom ETF (EWU) stake by 74% in Q3 2019, buying an estimated $3.29M and bringing the position to 248,855 shares worth $7.82M. The position accounts for 0.13% of the portfolio, ranked #136.

Madison Investment Holdings first reported a position in EWU in Q3 2013 and has held it in 22 quarters since. The position peaked at $14.3M in Q2 2014. 192 funds tracked by Wall St. Rank hold EWU as of Q3 2019.

  • Madison Investment Holdings held 248,855 shares of iShares MSCI United Kingdom ETF worth $7.82M as of Q3 2019.
  • Madison Investment Holdings bought 105,630 iShares MSCI United Kingdom ETF shares in Q3 2019, an estimated $3.29M.
  • iShares MSCI United Kingdom ETF made up 0.13% of Madison Investment Holdings's portfolio in Q3 2019, its #136 holding.
  • Madison Investment Holdings first reported a position in iShares MSCI United Kingdom ETF in Q3 2013 and has held it in 22 quarters since.
  • Madison Investment Holdings's iShares MSCI United Kingdom ETF position peaked at $14.3M in Q2 2014.
  • 192 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2019.

Based on Madison Investment Holdings's 13F filing for Q3 2019, filed 13 Nov 2019.