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Trust Company of Vermont’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Trust Company of Vermont’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
Q2 		– Sell
-128
Closed -$4K – 990
2017
Q1 		$4K Buy
+128
New +$4.07K ﹤0.01% 791
2014
Q4 		– Sell
-1,011
Closed -$39K – 812
2014
Q3 		$39K Hold
1,011
– – 0.01% 431
2014
Q2 		$42K Hold
1,011
– – 0.01% 400
2014
Q1 		$42K Hold
1,011
– – 0.01% 392
2013
Q4 		$42K Buy
+1,011
New +$40.7K 0.01% 380

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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 $424B AUM 22.94% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Trust Company of Vermont's EWU Position: Q2 2017 in Review

Trust Company of Vermont sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2017, closing a stake of 128 shares — an estimated $4K sold.

Trust Company of Vermont first reported a position in EWU in Q4 2013 and held it in 5 quarters. The position peaked at $42K in Q2 2014. 171 funds tracked by Wall St. Rank hold EWU as of Q2 2017.

  • Trust Company of Vermont reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2017 after selling out during the quarter.
  • Trust Company of Vermont sold 128 iShares MSCI United Kingdom ETF shares in Q2 2017, an estimated $4K.
  • Trust Company of Vermont first reported a position in iShares MSCI United Kingdom ETF in Q4 2013 and held it in 5 quarters.
  • Trust Company of Vermont's iShares MSCI United Kingdom ETF position peaked at $42K in Q2 2014.
  • 171 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2017.

Based on Trust Company of Vermont's 13F filing for Q2 2017, filed 12 Jul 2017.