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Pinnacle Advisory Group’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Pinnacle Advisory 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
2021
Q1 		– Sell
-23,024
Closed -$674K – 250
2020
Q4 		$674K Sell
23,024
-301
-1% -$8.29K 0.04% 114
2020
Q3 		$595K Sell
23,325
-393,170
-94% -$10.4M 0.04% 114
2020
Q2 		$10.7M Sell
416,495
-39,640
-9% -$1M 0.75% 35
2020
Q1 		$10.9M Sell
456,135
-253,713
-36% -$7.59M 1.05% 25
2019
Q4 		$24.2M Buy
709,848
+356,690
+101% +$11.6M 1.63% 23
2019
Q3 		$11.1M Sell
353,158
-214,642
-38% -$6.69M 0.77% 30
2019
Q2 		$18.4M Sell
567,800
-4,982
-0.9% -$164K 1.27% 25
2019
Q1 		$18.9M Buy
572,782
+4,323
+0.8% +$138K 1.32% 21
2018
Q4 		$16.7M Sell
568,459
-171,366
-23% -$5.4M 1.25% 19
2018
Q3 		$25.2M Sell
739,825
-190,079
-20% -$6.49M 1.74% 19
2018
Q2 		$32.3M Buy
929,904
+902,435
+3,285% +$32.5M 1.95% 18
2018
Q1 		$955K Sell
27,469
-21,736
-44% -$774K 0.06% 81
2017
Q4 		$1.76M Sell
49,205
-729,593
-94% -$25.5M 0.1% 55
2017
Q3 		$27.1M Buy
778,798
+13,394
+2% +$455K 1.67% 19
2017
Q2 		$25.5M Buy
765,404
+44,256
+6% +$1.49M 1.62% 20
2017
Q1 		$23.5M Sell
721,148
-14,314
-2% -$455K 1.53% 23
2016
Q4 		$22.6M Buy
735,462
+6,708
+0.9% +$204K 1.53% 23
2016
Q3 		$22.2M Buy
728,754
+715,987
+5,608% +$22.4M 1.85% 19
2016
Q2 		$392K Sell
12,767
-3,331
-21% -$106K 0.03% 82
2016
Q1 		$504K Sell
16,098
-601,506
-97% -$18.2M 0.05% 58
2015
Q4 		$19.9M Buy
617,604
+61,628
+11% +$2.1M 1.79% 18
2015
Q3 		$18.2M Sell
555,976
-103,685
-16% -$3.66M 1.94% 16
2015
Q2 		$24.1M Sell
659,661
-5,773
-0.9% -$221K 2.35% 16
2015
Q1 		$24M Buy
665,434
+9,380
+1% +$345K 2.15% 17
2014
Q4 		$23.7M Buy
656,054
+20,101
+3% +$751K 2.14% 17
2014
Q3 		$24.6M Buy
+635,953
New +$26M 3.16% 14
2014
Q2 		– Sell
-587,360
Closed -$24.2M – 128
2014
Q1 		$24.2M Buy
587,360
+31,751
+6% +$1.31M 2.41% 16
2013
Q4 		$23.2M Buy
555,609
+25,379
+5% +$1.02M 2.74% 15
2013
Q3 		$20.8M Buy
+530,230
New +$20.2M 2.43% 19

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pinnacle Advisory Group's EWU Position: Q1 2021 in Review

Pinnacle Advisory Group sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2021, closing a stake of 23,024 shares — an estimated $674K sold.

Pinnacle Advisory Group first reported a position in EWU in Q3 2013 and held it in 29 quarters. The position peaked at $32.3M in Q2 2018. 218 funds tracked by Wall St. Rank hold EWU as of Q1 2021.

  • Pinnacle Advisory Group reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Advisory Group sold 23,024 iShares MSCI United Kingdom ETF shares in Q1 2021, an estimated $674K.
  • Pinnacle Advisory Group first reported a position in iShares MSCI United Kingdom ETF in Q3 2013 and held it in 29 quarters.
  • Pinnacle Advisory Group's iShares MSCI United Kingdom ETF position peaked at $32.3M in Q2 2018.
  • 218 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.