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MSI Financial Services’s iShares MSCI United Kingdom ETF EWU Stock Holding History

MSI Financial 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
2016
Q4 		$266K Buy
8,675
+680
+9% +$20.7K 0.01% 965
2016
Q3 		$253K Sell
7,995
-3,836
-32% -$120K 0.01% 954
2016
Q2 		$364K Buy
11,831
+7,040
+147% +$223K 0.01% 768
2016
Q1 		$150K Sell
4,791
-574
-11% -$17.4K 0.01% 1123
2015
Q4 		$173K Buy
5,365
+3,146
+142% +$107K 0.01% 1004
2015
Q3 		$73K Buy
2,219
+85
+4% +$3K 0.01% 1057
2015
Q2 		$78K Sell
2,134
-5,537
-72% -$212K 0.01% 1091
2015
Q1 		$276K Buy
7,671
+1,199
+19% +$44.1K 0.02% 631
2014
Q4 		$233K Sell
6,472
-560
-8% -$20.9K 0.03% 543
2014
Q3 		$273K Buy
7,032
+5,996
+579% +$245K 0.03% 489
2014
Q2 		$43K Sell
1,036
-1,230
-54% -$52.6K 0.01% 1141
2014
Q1 		$93K Sell
2,266
-603
-21% -$24.9K 0.01% 776
2013
Q4 		$120K Buy
2,869
+1,004
+54% +$40.5K 0.02% 694
2013
Q3 		$73K Buy
1,865
+1,221
+190% +$46.4K 0.01% 741
2013
Q2 		$23K Buy
+644
New +$24K ﹤0.01% 1183

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

MSI Financial Services's EWU Position: Q4 2016 in Review

MSI Financial Services increased its iShares MSCI United Kingdom ETF (EWU) stake by 8.5% in Q4 2016, buying an estimated $20.7K and bringing the position to 8,675 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #965.

MSI Financial Services first reported a position in EWU in Q2 2013 and has held it in 15 quarters since. The position peaked at $364K in Q2 2016. 165 funds tracked by Wall St. Rank hold EWU as of Q4 2016.

  • MSI Financial Services held 8,675 shares of iShares MSCI United Kingdom ETF worth $266K as of Q4 2016.
  • MSI Financial Services bought 680 iShares MSCI United Kingdom ETF shares in Q4 2016, an estimated $20.7K.
  • iShares MSCI United Kingdom ETF made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #965 holding.
  • MSI Financial Services first reported a position in iShares MSCI United Kingdom ETF in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's iShares MSCI United Kingdom ETF position peaked at $364K in Q2 2016.
  • 165 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.