United Capital Financial Advisors’s iShares MSCI Italy ETF EWI Stock Holding History

United Capital Financial Advisors’s Portfolio EWI Stock Details EWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-11,528	Closed	-$319K	–	1312
2018 Q3	$319K	Sell	11,528 -3,566	-24%	-$102K	﹤0.01%	1083
2018 Q2	$436K	Sell	15,094 -1,167,063	-99%	-$37.2M	﹤0.01%	966
2018 Q1	$38M	Sell	1,182,157 -37,073	-3%	-$1.2M	0.29%	74
2017 Q4	$37.1M	Sell	1,219,230 -5,975	-0.5%	-$184K	0.29%	74
2017 Q3	$38.4M	Sell	1,225,205 -68,608	-5%	-$2.06M	0.33%	63
2017 Q2	$36M	Buy	1,293,813 +183,280	+17%	+$4.99M	0.32%	66
2017 Q1	$28.6M	Buy	+1,110,533	New	+$27.2M	0.27%	83
2016 Q4	–	Sell	-182,740	Closed	-$4.03M	–	1271
2016 Q3	$4.03M	Buy	+182,740	New	+$4.04M	0.04%	426

Other funds holding EWI

Goldman Sachs New York $871B AUM 31.28% 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

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

United Capital Financial Advisors's EWI Position: Q4 2018 in Review

United Capital Financial Advisors sold out of iShares MSCI Italy ETF (EWI) in Q4 2018, closing a stake of 11,528 shares — an estimated $319K sold.

United Capital Financial Advisors first reported a position in EWI in Q3 2016 and held it in 8 quarters. The position peaked at $38.4M in Q3 2017. 64 funds tracked by Wall St. Rank hold EWI as of Q4 2018.

United Capital Financial Advisors reported no remaining iShares MSCI Italy ETF position as of Q4 2018 after selling out during the quarter.
United Capital Financial Advisors sold 11,528 iShares MSCI Italy ETF shares in Q4 2018, an estimated $319K.
United Capital Financial Advisors first reported a position in iShares MSCI Italy ETF in Q3 2016 and held it in 8 quarters.
United Capital Financial Advisors's iShares MSCI Italy ETF position peaked at $38.4M in Q3 2017.
64 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.