WAP
ERUS

Wealthcare Advisory Partners’s iShares MSCI Russia ETF ERUS Stock Holding History

Wealthcare Advisory Partners’s Portfolio ERUS Stock Details ERUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-70
Closed -$2K – 1337
2018
Q3 		$2K Hold
70
– – ﹤0.01% 1154
2018
Q2 		$2K Hold
70
– – ﹤0.01% 1156
2018
Q1 		$3K Hold
70
– – ﹤0.01% 943
2017
Q4 		$2K Hold
70
– – ﹤0.01% 957
2017
Q3 		$2K Buy
+70
New +$2.17K ﹤0.01% 795

Other funds holding ERUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wealthcare Advisory Partners's ERUS Position: Q4 2018 in Review

Wealthcare Advisory Partners sold out of iShares MSCI Russia ETF (ERUS) in Q4 2018, closing a stake of 70 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in ERUS in Q3 2017 and held it in 5 quarters. The position peaked at $3K in Q1 2018. 63 funds tracked by Wall St. Rank hold ERUS as of Q4 2018.

  • Wealthcare Advisory Partners reported no remaining iShares MSCI Russia ETF position as of Q4 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 70 iShares MSCI Russia ETF shares in Q4 2018, an estimated $2K.
  • Wealthcare Advisory Partners first reported a position in iShares MSCI Russia ETF in Q3 2017 and held it in 5 quarters.
  • Wealthcare Advisory Partners's iShares MSCI Russia ETF position peaked at $3K in Q1 2018.
  • 63 funds tracked by Wall St. Rank held iShares MSCI Russia ETF as of Q4 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2018, filed 14 Feb 2019.