WealthTrust-Arizona’s iShares MSCI United Kingdom ETF EWU Stock Holding History

WealthTrust-Arizona’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
2017 Q2	–	Sell	-9,420	Closed	-$307K	–	651
2017 Q1	$307K	Buy	+9,420	New	+$299K	0.17%	50
2015 Q3	–	Sell	-12,293	Closed	-$449K	–	596
2015 Q2	$449K	Buy	+12,293	New	+$470K	0.27%	38
2014 Q4	–	Sell	-28,869	Closed	-$1.12M	–	633
2014 Q3	$1.12M	Sell	28,869 -5,138	-15%	-$210K	1.23%	22
2014 Q2	$1.42M	Sell	34,007 -237	-0.7%	-$10.1K	1.52%	21
2014 Q1	$1.41M	Buy	34,244 +325	+1%	+$13.4K	1.59%	19
2013 Q4	$1.42M	Sell	33,919 -2,277	-6%	-$91.7K	1.65%	18
2013 Q3	$1.42M	Buy	36,196 +165	+0.5%	+$6.27K	1.79%	19
2013 Q2	$1.27M	Buy	+36,031	New	+$1.34M	1.72%	19

Other funds holding EWU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WealthTrust-Arizona's EWU Position: Q2 2017 in Review

WealthTrust-Arizona sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2017, closing a stake of 9,420 shares — an estimated $307K sold.

WealthTrust-Arizona first reported a position in EWU in Q2 2013 and held it in 8 quarters. The position peaked at $1.42M in Q2 2014. 171 funds tracked by Wall St. Rank hold EWU as of Q2 2017.

WealthTrust-Arizona reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2017 after selling out during the quarter.
WealthTrust-Arizona sold 9,420 iShares MSCI United Kingdom ETF shares in Q2 2017, an estimated $307K.
WealthTrust-Arizona first reported a position in iShares MSCI United Kingdom ETF in Q2 2013 and held it in 8 quarters.
WealthTrust-Arizona's iShares MSCI United Kingdom ETF position peaked at $1.42M in Q2 2014.
171 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2017.

Based on WealthTrust-Arizona's 13F filing for Q2 2017, filed 21 Jul 2017.