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Wealthspire Advisors (Maryland)’s iShares MSCI Spain ETF EWP Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EWP Stock Details EWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-290
Closed -$8K – 949
2019
Q1 		$8K Hold
290
– – ﹤0.01% 1618
2018
Q4 		$8K Hold
290
– – ﹤0.01% 1543
2018
Q3 		$9K Hold
290
– – ﹤0.01% 1555
2018
Q2 		$9K Buy
+290
New +$9.37K ﹤0.01% 1576

Other funds holding EWP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EWP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI Spain ETF (EWP) in Q2 2019, closing a stake of 290 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in EWP in Q2 2018 and held it in 4 quarters. The position peaked at $9K in Q3 2018. 83 funds tracked by Wall St. Rank hold EWP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining iShares MSCI Spain ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 290 iShares MSCI Spain ETF shares in Q2 2019, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares MSCI Spain ETF in Q2 2018 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s iShares MSCI Spain ETF position peaked at $9K in Q3 2018.
  • 83 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.