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Wealthspire Advisors (Maryland)’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-102
Closed -$3K – 1725
2016
Q1 		$3K Hold
102
– – ﹤0.01% 1444
2015
Q4 		$3K Buy
+102
New +$3.47K ﹤0.01% 1453

Other funds holding EWU

Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EWU Position: Q2 2016 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2016, closing a stake of 102 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in EWU in Q4 2015 and held it in 2 quarters. The position peaked at $3K in Q1 2016. 165 funds tracked by Wall St. Rank hold EWU as of Q2 2016.

  • Wealthspire Advisors (Maryland) reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 102 iShares MSCI United Kingdom ETF shares in Q2 2016, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares MSCI United Kingdom ETF in Q4 2015 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s iShares MSCI United Kingdom ETF position peaked at $3K in Q1 2016.
  • 165 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2016, filed 12 Aug 2016.