Spruce Investment Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Spruce Investment 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
2016 Q2	–	Sell	-5,080	Closed	-$159K	–	31
2016 Q1	$159K	Sell	5,080 -180,378	-97%	-$5.47M	0.1%	31
2015 Q4	$5.99M	Sell	185,458 -76,462	-29%	-$2.6M	4.43%	12
2015 Q3	$8.59M	Sell	261,920 -69,464	-21%	-$2.45M	2.64%	16
2015 Q2	$12.1M	Sell	331,384 -9,422	-3%	-$361K	3.26%	13
2015 Q1	$12.3M	Sell	340,806 -19,444	-5%	-$715K	3.15%	13
2014 Q4	$13M	Sell	360,250 -25,352	-7%	-$948K	3.54%	12
2014 Q3	$14.9M	Sell	385,602 -28,143	-7%	-$1.15M	3.88%	12
2014 Q2	$17.3M	Buy	+413,745	New	+$17.7M	5.25%	8

Other funds holding EWU

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

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Spruce Investment Advisors's EWU Position: Q2 2016 in Review

Spruce Investment Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2016, closing a stake of 5,080 shares — an estimated $159K sold.

Spruce Investment Advisors first reported a position in EWU in Q2 2014 and held it in 8 quarters. The position peaked at $17.3M in Q2 2014. 165 funds tracked by Wall St. Rank hold EWU as of Q2 2016.

Spruce Investment Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2016 after selling out during the quarter.
Spruce Investment Advisors sold 5,080 iShares MSCI United Kingdom ETF shares in Q2 2016, an estimated $159K.
Spruce Investment Advisors first reported a position in iShares MSCI United Kingdom ETF in Q2 2014 and held it in 8 quarters.
Spruce Investment Advisors's iShares MSCI United Kingdom ETF position peaked at $17.3M in Q2 2014.
165 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2016.

Based on Spruce Investment Advisors's 13F filing for Q2 2016, filed 2 Aug 2016.