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McKinley Carter Wealth Services’s iShares MSCI United Kingdom ETF EWU Stock Holding History

McKinley Carter Wealth Services’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
2014
Q1 		– Sell
-9,966
Closed -$416K – 109
2013
Q4 		$416K Sell
9,966
-412
-4% -$16.6K 0.41% 66
2013
Q3 		$407K Buy
+10,378
New +$394K 0.48% 46

Other funds holding EWU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

McKinley Carter Wealth Services's EWU Position: Q1 2014 in Review

McKinley Carter Wealth Services sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2014, closing a stake of 9,966 shares — an estimated $416K sold.

McKinley Carter Wealth Services first reported a position in EWU in Q3 2013 and held it in 2 quarters. The position peaked at $416K in Q4 2013. 159 funds tracked by Wall St. Rank hold EWU as of Q1 2014.

  • McKinley Carter Wealth Services reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2014 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 9,966 iShares MSCI United Kingdom ETF shares in Q1 2014, an estimated $416K.
  • McKinley Carter Wealth Services first reported a position in iShares MSCI United Kingdom ETF in Q3 2013 and held it in 2 quarters.
  • McKinley Carter Wealth Services's iShares MSCI United Kingdom ETF position peaked at $416K in Q4 2013.
  • 159 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2014.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2014, filed 2 May 2014.