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

Mascoma 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
2017
Q4 		– Sell
-13,400
Closed -$467K – 386
2017
Q3 		$467K Hold
13,400
– – 0.31% 42
2017
Q2 		$447K Hold
13,400
– – 0.3% 39
2017
Q1 		$436K Hold
13,400
– – 0.31% 34
2016
Q4 		$411K Buy
+13,400
New +$408K 0.3% 36

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Mascoma Wealth Management's EWU Position: Q4 2017 in Review

Mascoma Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2017, closing a stake of 13,400 shares — an estimated $467K sold.

Mascoma Wealth Management first reported a position in EWU in Q4 2016 and held it in 4 quarters. The position peaked at $467K in Q3 2017. 174 funds tracked by Wall St. Rank hold EWU as of Q4 2017.

  • Mascoma Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 13,400 iShares MSCI United Kingdom ETF shares in Q4 2017, an estimated $467K.
  • Mascoma Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2016 and held it in 4 quarters.
  • Mascoma Wealth Management's iShares MSCI United Kingdom ETF position peaked at $467K in Q3 2017.
  • 174 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2017.

Based on Mascoma Wealth Management's 13F filing for Q4 2017, filed 5 Feb 2018.