SQA
EWU icon

Simon Quick Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Simon Quick 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
Q2 		– Sell
-2,000
Closed -$66K – 512
2019
Q1 		$66K Buy
+2,000
New +$63.7K 0.03% 160
2017
Q4 		– Sell
-1,023
Closed -$36K – 489
2017
Q3 		$36K Buy
+1,023
New +$34.7K 0.01% 307
2017
Q2 		– Sell
-1,023
Closed -$33K – 318
2017
Q1 		$33K Buy
+1,023
New +$32.5K 0.02% 180

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
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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Simon Quick Advisors's EWU Position: Q2 2019 in Review

Simon Quick Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2019, closing a stake of 2,000 shares — an estimated $66K sold.

Simon Quick Advisors first reported a position in EWU in Q1 2017 and held it in 3 quarters. The position peaked at $66K in Q1 2019. 192 funds tracked by Wall St. Rank hold EWU as of Q2 2019.

  • Simon Quick Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2019 after selling out during the quarter.
  • Simon Quick Advisors sold 2,000 iShares MSCI United Kingdom ETF shares in Q2 2019, an estimated $66K.
  • Simon Quick Advisors first reported a position in iShares MSCI United Kingdom ETF in Q1 2017 and held it in 3 quarters.
  • Simon Quick Advisors's iShares MSCI United Kingdom ETF position peaked at $66K in Q1 2019.
  • 192 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2019.

Based on Simon Quick Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.