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Marino Stram & Associates’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Marino Stram & Associates’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
Q2 		– Sell
-1,559
Closed -$51K – 235
2019
Q1 		$51K Hold
1,559
– – 0.04% 162
2018
Q4 		$46K Buy
+1,559
New +$49.1K 0.04% 155
2018
Q2 		– Sell
-564
Closed – – 491
2018
Q1 		$0 Buy
+564
New +$20.1K ﹤0.01% 469

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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Marino Stram & Associates's EWU Position: Q2 2019 in Review

Marino Stram & Associates sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2019, closing a stake of 1,559 shares — an estimated $51K sold.

Marino Stram & Associates first reported a position in EWU in Q1 2018 and held it in 3 quarters. The position peaked at $51K in Q1 2019. 192 funds tracked by Wall St. Rank hold EWU as of Q2 2019.

  • Marino Stram & Associates reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 1,559 iShares MSCI United Kingdom ETF shares in Q2 2019, an estimated $51K.
  • Marino Stram & Associates first reported a position in iShares MSCI United Kingdom ETF in Q1 2018 and held it in 3 quarters.
  • Marino Stram & Associates's iShares MSCI United Kingdom ETF position peaked at $51K in Q1 2019.
  • 192 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.