RWA
EWU icon

Ropes Wealth Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Ropes Wealth 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
2019
Q3 		– Sell
-160
Closed -$5K – 563
2019
Q2 		$5K Buy
+160
New +$5.27K ﹤0.01% 518

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ropes Wealth Advisors's EWU Position: Q3 2019 in Review

Ropes Wealth Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2019, closing a stake of 160 shares — an estimated $5K sold.

Ropes Wealth Advisors first reported a position in EWU in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 192 funds tracked by Wall St. Rank hold EWU as of Q3 2019.

  • Ropes Wealth Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2019 after selling out during the quarter.
  • Ropes Wealth Advisors sold 160 iShares MSCI United Kingdom ETF shares in Q3 2019, an estimated $5K.
  • Ropes Wealth Advisors first reported a position in iShares MSCI United Kingdom ETF in Q2 2019 and held it in 1 quarter.
  • Ropes Wealth Advisors's iShares MSCI United Kingdom ETF position peaked at $5K in Q2 2019.
  • 192 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2019.

Based on Ropes Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.