United Capital Financial Advisors’s iShares MSCI Taiwan ETF EWT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-49,052	Closed	-$1.44M	–	1254
2016 Q4	$1.44M	Sell	49,052 -7,014	-13%	-$216K	0.01%	640
2016 Q3	$1.76M	Buy	56,066 +20,795	+59%	+$629K	0.02%	620
2016 Q2	$988K	Buy	+35,271	New	+$940K	0.01%	737
2015 Q3	–	Sell	-75,310	Closed	-$2.38M	–	1265
2015 Q2	$2.38M	Sell	75,310 -913	-1%	-$29.4K	0.03%	538
2015 Q1	$2.51M	Buy	+76,223	New	+$2.38M	0.03%	506

Other funds holding EWT

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

United Capital Financial Advisors's EWT Position: Q1 2017 in Review

United Capital Financial Advisors sold out of iShares MSCI Taiwan ETF (EWT) in Q1 2017, closing a stake of 49,052 shares — an estimated $1.44M sold.

United Capital Financial Advisors first reported a position in EWT in Q1 2015 and held it in 5 quarters. The position peaked at $2.51M in Q1 2015. 194 funds tracked by Wall St. Rank hold EWT as of Q1 2017.

United Capital Financial Advisors reported no remaining iShares MSCI Taiwan ETF position as of Q1 2017 after selling out during the quarter.
United Capital Financial Advisors sold 49,052 iShares MSCI Taiwan ETF shares in Q1 2017, an estimated $1.44M.
United Capital Financial Advisors first reported a position in iShares MSCI Taiwan ETF in Q1 2015 and held it in 5 quarters.
United Capital Financial Advisors's iShares MSCI Taiwan ETF position peaked at $2.51M in Q1 2015.
194 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q1 2017.

Based on United Capital Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.