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Shamrock Asset Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Shamrock Asset Management’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
Q1 		– Sell
-1,076
Closed -$33K – 276
2016
Q4 		$33K Sell
1,076
-1
-0.1% -$30 0.02% 156
2016
Q3 		$34K Hold
1,077
– – 0.02% 157
2016
Q2 		$33K Buy
+1,077
New +$34.2K 0.02% 159

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Shamrock Asset Management's EWU Position: Q1 2017 in Review

Shamrock Asset Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2017, closing a stake of 1,076 shares — an estimated $33K sold.

Shamrock Asset Management first reported a position in EWU in Q2 2016 and held it in 3 quarters. The position peaked at $34K in Q3 2016. 172 funds tracked by Wall St. Rank hold EWU as of Q1 2017.

  • Shamrock Asset Management reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2017 after selling out during the quarter.
  • Shamrock Asset Management sold 1,076 iShares MSCI United Kingdom ETF shares in Q1 2017, an estimated $33K.
  • Shamrock Asset Management first reported a position in iShares MSCI United Kingdom ETF in Q2 2016 and held it in 3 quarters.
  • Shamrock Asset Management's iShares MSCI United Kingdom ETF position peaked at $34K in Q3 2016.
  • 172 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2017.

Based on Shamrock Asset Management's 13F filing for Q1 2017, filed 26 May 2017.