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Plante Moran Financial Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Plante Moran Financial Advisors’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
2018
Q2 		– Sell
-52
Closed -$2K – 866
2018
Q1 		$2K Buy
+52
New +$1.85K ﹤0.01% 834
2016
Q1 		– Sell
-243
Closed -$8K – 904
2015
Q4 		$8K Buy
+243
New +$8.26K 0.01% 611
2014
Q3 		– Sell
-271
Closed -$11K – 804
2014
Q2 		$11K Buy
+271
New +$11.6K 0.01% 502

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Plante Moran Financial Advisors's EWU Position: Q2 2018 in Review

Plante Moran Financial Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2018, closing a stake of 52 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in EWU in Q2 2014 and held it in 3 quarters. The position peaked at $11K in Q2 2014. 188 funds tracked by Wall St. Rank hold EWU as of Q2 2018.

  • Plante Moran Financial Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 52 iShares MSCI United Kingdom ETF shares in Q2 2018, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in iShares MSCI United Kingdom ETF in Q2 2014 and held it in 3 quarters.
  • Plante Moran Financial Advisors's iShares MSCI United Kingdom ETF position peaked at $11K in Q2 2014.
  • 188 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.