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Wealthcare Capital Management’s iShares MSCI United Kingdom Small-Cap ETF EWUS Stock Holding History

Wealthcare Capital Management’s Portfolio EWUS Stock Details EWUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-87
Closed -$3K – 545
2015
Q1 		$3K Buy
+87
New +$3.32K ﹤0.01% 747

Other funds holding EWUS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return

Wealthcare Capital Management's EWUS Position: Q2 2015 in Review

Wealthcare Capital Management sold out of iShares MSCI United Kingdom Small-Cap ETF (EWUS) in Q2 2015, closing a stake of 87 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in EWUS in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 12 funds tracked by Wall St. Rank hold EWUS as of Q2 2015.

  • Wealthcare Capital Management reported no remaining iShares MSCI United Kingdom Small-Cap ETF position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 87 iShares MSCI United Kingdom Small-Cap ETF shares in Q2 2015, an estimated $3K.
  • Wealthcare Capital Management first reported a position in iShares MSCI United Kingdom Small-Cap ETF in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's iShares MSCI United Kingdom Small-Cap ETF position peaked at $3K in Q1 2015.
  • 12 funds tracked by Wall St. Rank held iShares MSCI United Kingdom Small-Cap ETF as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.