Private Vista’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Private Vista’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
2020 Q2	$214K	Buy	+8,300	New	+$210K	0.1%	109
2020 Q1	–	Sell	-8,300	Closed	-$283K	–	147
2019 Q4	$283K	Hold	8,300	–	–	0.08%	112
2019 Q3	$261K	Hold	8,300	–	–	0.07%	123
2019 Q2	$268K	Hold	8,300	–	–	0.07%	126
2019 Q1	$274K	Hold	8,300	–	–	0.07%	127
2018 Q4	$244K	Hold	8,300	–	–	0.06%	130
2018 Q3	$283K	Hold	8,300	–	–	0.06%	126
2018 Q2	$289K	Hold	8,300	–	–	0.07%	119
2018 Q1	$288K	Hold	8,300	–	–	0.08%	105
2017 Q4	$297K	Hold	8,300	–	–	0.09%	57
2017 Q3	$289K	Sell	8,300 -214	-3%	-$7.27K	0.06%	92
2017 Q2	$290K	Buy	8,514 +214	+3%	+$7.19K	0.07%	76
2017 Q1	$275K	Hold	8,300	–	–	0.07%	68
2016 Q4	$262K	Hold	8,300	–	–	0.08%	52
2016 Q3	$247K	Buy	+8,300	New	+$260K	0.06%	61

Other funds holding EWU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Private Vista's EWU Position: Q2 2020 in Review

Private Vista opened a new position in iShares MSCI United Kingdom ETF (EWU) in Q2 2020: 8,300 shares worth $214K. The stake represents 0.1% of the portfolio and ranks #109 among its holdings. This is a return to the name: Private Vista previously reported a position in EWU as recently as Q4 2019.

Private Vista first reported a position in EWU in Q3 2016 and has held it in 15 quarters since. The position peaked at $297K in Q4 2017. 175 funds tracked by Wall St. Rank hold EWU as of Q2 2020.

Private Vista held 8,300 shares of iShares MSCI United Kingdom ETF worth $214K as of Q2 2020.
iShares MSCI United Kingdom ETF was a new Private Vista position in Q2 2020.
iShares MSCI United Kingdom ETF made up 0.1% of Private Vista's portfolio in Q2 2020, its #109 holding.
Private Vista first reported a position in iShares MSCI United Kingdom ETF in Q3 2016 and has held it in 15 quarters since.
Private Vista's iShares MSCI United Kingdom ETF position peaked at $297K in Q4 2017.
175 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.