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McAdam LLC’s iShares MSCI United Kingdom ETF EWU Stock Holding History

McAdam LLC’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
2018
Q4 		– Sell
-223
Closed -$8K – 217
2018
Q3 		$8K Hold
223
– – ﹤0.01% 361
2018
Q2 		$8K Hold
223
– – ﹤0.01% 342
2018
Q1 		$8K Buy
+223
New +$7.95K ﹤0.01% 350

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McAdam LLC's EWU Position: Q4 2018 in Review

McAdam LLC sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2018, closing a stake of 223 shares — an estimated $8K sold.

McAdam LLC first reported a position in EWU in Q1 2018 and held it in 3 quarters. The position peaked at $8K in Q3 2018. 183 funds tracked by Wall St. Rank hold EWU as of Q4 2018.

  • McAdam LLC reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 223 iShares MSCI United Kingdom ETF shares in Q4 2018, an estimated $8K.
  • McAdam LLC first reported a position in iShares MSCI United Kingdom ETF in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's iShares MSCI United Kingdom ETF position peaked at $8K in Q3 2018.
  • 183 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.