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Mosaic Family Wealth’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Mosaic Family Wealth’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
2016
Q1 		– Sell
-1,938
Closed -$62K – 800
2015
Q4 		$62K Buy
+1,938
New +$65.9K 0.03% 280

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Mosaic Family Wealth's EWU Position: Q1 2016 in Review

Mosaic Family Wealth sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2016, closing a stake of 1,938 shares — an estimated $62K sold.

Mosaic Family Wealth first reported a position in EWU in Q4 2015 and held it in 1 quarter. The position peaked at $62K in Q4 2015. 156 funds tracked by Wall St. Rank hold EWU as of Q1 2016.

  • Mosaic Family Wealth reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2016 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,938 iShares MSCI United Kingdom ETF shares in Q1 2016, an estimated $62K.
  • Mosaic Family Wealth first reported a position in iShares MSCI United Kingdom ETF in Q4 2015 and held it in 1 quarter.
  • Mosaic Family Wealth's iShares MSCI United Kingdom ETF position peaked at $62K in Q4 2015.
  • 156 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2016.

Based on Mosaic Family Wealth's 13F filing for Q1 2016, filed 12 May 2016.