Next Financial Group’s iShares MSCI Belgium ETF EWK Stock Holding History

Next Financial Group’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
2015 Q4	–	Sell	-155	Closed	-$2K	–	1825
2015 Q3	$2K	Buy	+155	New	+$2.7K	﹤0.01%	1611
2014 Q4	–	Sell	-155	Closed	-$3K	–	2019
2014 Q3	$3K	Hold	155	–	–	﹤0.01%	2213
2014 Q2	$3K	Buy	+155	New	+$2.71K	﹤0.01%	1016

Other funds holding EWK

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

AIA

Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BWM

Braver Wealth Management Needham, Massachusetts $616M AUM 12.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Next Financial Group's EWK Position: Q4 2015 in Review

Next Financial Group sold out of iShares MSCI Belgium ETF (EWK) in Q4 2015, closing a stake of 155 shares — an estimated $2K sold.

Next Financial Group first reported a position in EWK in Q2 2014 and held it in 3 quarters. The position peaked at $3K in Q3 2014. 60 funds tracked by Wall St. Rank hold EWK as of Q4 2015.

Next Financial Group reported no remaining iShares MSCI Belgium ETF position as of Q4 2015 after selling out during the quarter.
Next Financial Group sold 155 iShares MSCI Belgium ETF shares in Q4 2015, an estimated $2K.
Next Financial Group first reported a position in iShares MSCI Belgium ETF in Q2 2014 and held it in 3 quarters.
Next Financial Group's iShares MSCI Belgium ETF position peaked at $3K in Q3 2014.
60 funds tracked by Wall St. Rank held iShares MSCI Belgium ETF as of Q4 2015.

Based on Next Financial Group's 13F filing for Q4 2015, filed 2 Feb 2016.