NFG
EWU icon

NewFocus Financial Group’s iShares MSCI United Kingdom ETF EWU Stock Holding History

NewFocus Financial Group’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
-135,556
Closed -$4.63M – 87
2018
Q3 		$4.63M Sell
135,556
-13,772
-9% -$470K 2.5% 14
2018
Q2 		$5.19M Sell
149,328
-8,930
-6% -$321K 3.13% 10
2018
Q1 		$5.5M Sell
158,258
-43,594
-22% -$1.55M 3.45% 10
2017
Q4 		$7.23M Buy
201,852
+4,294
+2% +$150K 4.41% 4
2017
Q3 		$6.88M Buy
197,558
+6,655
+3% +$226K 4.47% 2
2017
Q2 		$6.36M Buy
+190,903
New +$6.41M 3.59% 6

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 $141B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $5.7T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return