NC
EWU icon

NewSquare Capital’s iShares MSCI United Kingdom ETF EWU Stock Holding History

NewSquare Capital’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
2015
Q1 		– Sell
-346
Closed -$12K – 326
2014
Q4 		$12K Buy
+346
New +$12.9K ﹤0.01% 229

Other funds holding EWU

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewSquare Capital's EWU Position: Q1 2015 in Review

NewSquare Capital sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2015, closing a stake of 346 shares — an estimated $12K sold.

NewSquare Capital first reported a position in EWU in Q4 2014 and held it in 1 quarter. The position peaked at $12K in Q4 2014. 158 funds tracked by Wall St. Rank hold EWU as of Q1 2015.

  • NewSquare Capital reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2015 after selling out during the quarter.
  • NewSquare Capital sold 346 iShares MSCI United Kingdom ETF shares in Q1 2015, an estimated $12K.
  • NewSquare Capital first reported a position in iShares MSCI United Kingdom ETF in Q4 2014 and held it in 1 quarter.
  • NewSquare Capital's iShares MSCI United Kingdom ETF position peaked at $12K in Q4 2014.
  • 158 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2015.

Based on NewSquare Capital's 13F filing for Q1 2015, filed 7 Apr 2015.