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WealthPLAN Partners’s iShares MSCI United Kingdom ETF EWU Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$21.9K Sell
688
-210
-23% -$6.57K 0.01% 467
2016
Q2 		$7.41K Buy
+898
New +$28.5K ﹤0.01% 1849
2015
Q4 		$3.89K Buy
+121
New +$4.12K ﹤0.01% 1385
2015
Q2 		– Sell
-244
Closed -$9K – 455
2015
Q1 		$9K Buy
+244
New +$8.97K ﹤0.01% 384

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WealthPLAN Partners's EWU Position: Q3 2016 in Review

WealthPLAN Partners reduced its iShares MSCI United Kingdom ETF (EWU) stake by 23% in Q3 2016, selling an estimated $6.57K and leaving 688 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #467.

WealthPLAN Partners first reported a position in EWU in Q1 2015 and has held it in 4 quarters since. 160 funds tracked by Wall St. Rank hold EWU as of Q3 2016.

  • WealthPLAN Partners held 688 shares of iShares MSCI United Kingdom ETF worth $21.9K as of Q3 2016.
  • WealthPLAN Partners sold 210 iShares MSCI United Kingdom ETF shares in Q3 2016, an estimated $6.57K.
  • iShares MSCI United Kingdom ETF made up 0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #467 holding.
  • WealthPLAN Partners first reported a position in iShares MSCI United Kingdom ETF in Q1 2015 and has held it in 4 quarters since.
  • 160 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.