MIS
WPS

Morningstar Investment Services’s iShares International Developed Property ETF WPS Stock Holding History

Morningstar Investment Services’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-8,759
Closed -$337K – 228
2021
Q2 		$337K Sell
8,759
-92,268
-91% -$3.53M ﹤0.01% 196
2021
Q1 		$3.68M Buy
+101,027
New +$3.63M 0.05% 154
2019
Q4 		– Sell
-212,515
Closed -$8.18M – 203
2019
Q3 		$8.18M Sell
212,515
-14,084
-6% -$536K 0.14% 114
2019
Q2 		$8.62M Buy
226,599
+210,140
+1,277% +$8.01M 0.14% 118
2019
Q1 		$639K Sell
16,459
-18,177
-52% -$679K 0.01% 152
2018
Q4 		$1.19M Sell
34,636
-148,206
-81% -$5.26M 0.02% 133
2018
Q3 		$6.76M Buy
182,842
+60,441
+49% +$2.29M 0.12% 116
2018
Q2 		$4.65M Buy
122,401
+65,993
+117% +$2.59M 0.09% 124
2018
Q1 		$2.2M Buy
56,408
+3,226
+6% +$127K 0.04% 130
2017
Q4 		$2.1M Buy
53,182
+29,634
+126% +$1.15M 0.04% 127
2017
Q3 		$897K Buy
+23,548
New +$895K 0.02% 138
2017
Q2 		– Sell
-21,720
Closed -$772K – 194
2017
Q1 		$772K Sell
21,720
-2,310
-10% -$80.6K 0.02% 137
2016
Q4 		$808K Sell
24,030
-121,885
-84% -$4.27M 0.03% 141
2016
Q3 		$5.53M Buy
145,915
+3,200
+2% +$121K 0.16% 110
2016
Q2 		$5.28M Buy
142,715
+120,385
+539% +$4.45M 0.17% 110
2016
Q1 		$816K Buy
+22,330
New +$763K 0.03% 167

Other funds holding WPS

CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
S
SimplyRich Carlsbad, California $427M AUM 43.67% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return

Morningstar Investment Services's WPS Position: Q3 2021 in Review

Morningstar Investment Services sold out of iShares International Developed Property ETF (WPS) in Q3 2021, closing a stake of 8,759 shares — an estimated $337K sold.

Morningstar Investment Services first reported a position in WPS in Q1 2016 and held it in 16 quarters. The position peaked at $8.62M in Q2 2019. 35 funds tracked by Wall St. Rank hold WPS as of Q3 2021.

  • Morningstar Investment Services reported no remaining iShares International Developed Property ETF position as of Q3 2021 after selling out during the quarter.
  • Morningstar Investment Services sold 8,759 iShares International Developed Property ETF shares in Q3 2021, an estimated $337K.
  • Morningstar Investment Services first reported a position in iShares International Developed Property ETF in Q1 2016 and held it in 16 quarters.
  • Morningstar Investment Services's iShares International Developed Property ETF position peaked at $8.62M in Q2 2019.
  • 35 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q3 2021.

Based on Morningstar Investment Services's 13F filing for Q3 2021, filed 12 Nov 2021.