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Northwest Wealth Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Northwest Wealth Management’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
2019
Q2 		– Sell
-670
Closed -$22K – 223
2019
Q1 		$22K Sell
670
-336
-33% -$10.7K 0.02% 289
2018
Q4 		$30K Hold
1,006
– – 0.03% 240
2018
Q3 		$34K Hold
1,006
– – 0.03% 248
2018
Q2 		$35K Hold
1,006
– – 0.03% 247
2018
Q1 		$35K Buy
+1,006
New +$35.8K 0.03% 247

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwest Wealth Management's EWU Position: Q2 2019 in Review

Northwest Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2019, closing a stake of 670 shares — an estimated $22K sold.

Northwest Wealth Management first reported a position in EWU in Q1 2018 and held it in 5 quarters. The position peaked at $35K in Q2 2018. 192 funds tracked by Wall St. Rank hold EWU as of Q2 2019.

  • Northwest Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 670 iShares MSCI United Kingdom ETF shares in Q2 2019, an estimated $22K.
  • Northwest Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's iShares MSCI United Kingdom ETF position peaked at $35K in Q2 2018.
  • 192 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.