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Rockefeller Financial Services’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$1.29M Sell
35,944
-979
-3% -$34.2K 0.02% 212
2017
Q3 		$1.29M Buy
36,923
+979
+3% +$33.2K 0.02% 184
2017
Q2 		$1.2M Hold
35,944
– – 0.02% 173
2017
Q1 		$1.17M Hold
35,944
– – 0.02% 176
2016
Q4 		$1.1M Sell
35,944
-1
-0% -$30 0.02% 187
2016
Q3 		$1.14M Hold
35,945
– – 0.02% 179
2016
Q2 		$1.1M Buy
+35,945
New +$1.14M 0.02% 189

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Rockefeller Financial Services's EWU Position: Q4 2017 in Review

Rockefeller Financial Services reduced its iShares MSCI United Kingdom ETF (EWU) stake by 2.7% in Q4 2017, selling an estimated $34.2K and leaving 35,944 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #212.

Rockefeller Financial Services first reported a position in EWU in Q2 2016 and has held it in 7 quarters since. 174 funds tracked by Wall St. Rank hold EWU as of Q4 2017.

  • Rockefeller Financial Services held 35,944 shares of iShares MSCI United Kingdom ETF worth $1.29M as of Q4 2017.
  • Rockefeller Financial Services sold 979 iShares MSCI United Kingdom ETF shares in Q4 2017, an estimated $34.2K.
  • iShares MSCI United Kingdom ETF made up 0.02% of Rockefeller Financial Services's portfolio in Q4 2017, its #212 holding.
  • Rockefeller Financial Services first reported a position in iShares MSCI United Kingdom ETF in Q2 2016 and has held it in 7 quarters since.
  • 174 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.