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NewSquare Capital’s iShares MSCI Belgium ETF EWK Stock Holding History

NewSquare Capital’s Portfolio EWK Stock Details EWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-15
Closed – – 327
2016
Q4 		$0 Hold
15
– – ﹤0.01% 363
2016
Q3 		$0 Sell
15
-50,319
-100% -$912K ﹤0.01% 473
2016
Q2 		$891K Buy
50,334
+1,552
+3% +$27.8K 0.21% 63
2016
Q1 		$861K Buy
48,782
+2,368
+5% +$40.1K 0.25% 58
2015
Q4 		$838K Buy
46,414
+3,287
+8% +$57.7K 0.23% 55
2015
Q3 		$710K Sell
43,127
-71,742
-62% -$1.25M 0.21% 57
2015
Q2 		$2M Buy
114,869
+82,510
+255% +$1.46M 0.59% 38
2015
Q1 		$547K Buy
32,359
+7,308
+29% +$122K 0.17% 82
2014
Q4 		$406K Sell
25,051
-9,859
-28% -$159K 0.14% 93
2014
Q3 		$570K Buy
+34,910
New +$590K 0.2% 81

Other funds holding EWK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BIA
Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

NewSquare Capital's EWK Position: Q1 2017 in Review

NewSquare Capital sold out of iShares MSCI Belgium ETF (EWK) in Q1 2017, closing a stake of 15 shares.

NewSquare Capital first reported a position in EWK in Q3 2014 and held it in 10 quarters. The position peaked at $2M in Q2 2015. 37 funds tracked by Wall St. Rank hold EWK as of Q1 2017.

  • NewSquare Capital reported no remaining iShares MSCI Belgium ETF position as of Q1 2017 after selling out during the quarter.
  • NewSquare Capital sold 15 iShares MSCI Belgium ETF shares in Q1 2017.
  • NewSquare Capital first reported a position in iShares MSCI Belgium ETF in Q3 2014 and held it in 10 quarters.
  • NewSquare Capital's iShares MSCI Belgium ETF position peaked at $2M in Q2 2015.
  • 37 funds tracked by Wall St. Rank held iShares MSCI Belgium ETF as of Q1 2017.

Based on NewSquare Capital's 13F filing for Q1 2017, filed 19 Apr 2017.