Vontobel Swiss Wealth Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Vontobel Swiss Wealth 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 Q3	–	Sell	-9,275	Closed	-$300K	–	110
2019 Q2	$300K	Sell	9,275 -11,000	-54%	-$362K	0.16%	101
2019 Q1	$657K	Buy	20,275 +6,950	+52%	+$221K	0.71%	29
2018 Q4	$383K	Sell	13,325 -102	-0.8%	-$3.21K	0.28%	49
2018 Q3	$447K	Hold	13,427	–	–	0.26%	51
2018 Q2	$467K	Buy	+13,427	New	+$483K	0.27%	53
2016 Q4	–	Sell	-12,796	Closed	-$405K	–	74
2016 Q3	$405K	Sell	12,796 -90,831	-88%	-$2.84M	0.22%	49
2016 Q2	$2.87M	Buy	103,627 +1,533	+2%	+$48.7K	1.7%	21
2016 Q1	$3.2M	Buy	102,094 +2,209	+2%	+$67K	1.7%	23
2015 Q4	$3.22M	Buy	99,885 +1,680	+2%	+$57.1K	1.9%	23
2015 Q3	$3.15M	Sell	98,205 -13,058	-12%	-$461K	2.16%	21
2015 Q2	$3.65M	Buy	111,263 +24,738	+29%	+$947K	2.44%	19
2015 Q1	$3.12M	Buy	86,525 +2,415	+3%	+$88.8K	2.12%	20
2014 Q4	$3.03M	Buy	+84,110	New	+$3.14M	2.22%	17

Other funds holding EWU

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

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

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's EWU Position: Q3 2019 in Review

Vontobel Swiss Wealth Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2019, closing a stake of 9,275 shares — an estimated $300K sold.

Vontobel Swiss Wealth Advisors first reported a position in EWU in Q4 2014 and held it in 13 quarters. The position peaked at $3.65M in Q2 2015. 192 funds tracked by Wall St. Rank hold EWU as of Q3 2019.

Vontobel Swiss Wealth Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2019 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 9,275 iShares MSCI United Kingdom ETF shares in Q3 2019, an estimated $300K.
Vontobel Swiss Wealth Advisors first reported a position in iShares MSCI United Kingdom ETF in Q4 2014 and held it in 13 quarters.
Vontobel Swiss Wealth Advisors's iShares MSCI United Kingdom ETF position peaked at $3.65M in Q2 2015.
192 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2019, filed 25 Oct 2019.