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WFG Advisors’s iShares MSCI Belgium ETF EWK Stock Holding History

WFG Advisors’s Portfolio EWK Stock Details EWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-166
Closed -$3K – 1606
2016
Q3 		$3K Hold
166
– – ﹤0.01% 1343
2016
Q2 		$3K Buy
166
+2
+1% +$36 ﹤0.01% 1316
2016
Q1 		$3K Hold
164
– – ﹤0.01% 1270
2015
Q4 		$3K Buy
164
+1
+0.6% +$18 ﹤0.01% 1296
2015
Q3 		$3K Buy
163
+2
+1% +$35 ﹤0.01% 1344
2015
Q2 		$3K Hold
161
– – ﹤0.01% 1416
2015
Q1 		$3K Hold
161
– – ﹤0.01% 1461
2014
Q4 		$3K Buy
+161
New +$2.6K ﹤0.01% 1762
2013
Q4 		– Sell
-719
Closed -$11K – 2243
2013
Q3 		$11K Sell
719
-1,381
-66% -$20.3K ﹤0.01% 1482
2013
Q2 		$29K Buy
+2,100
New +$30.4K ﹤0.01% 1079

Other funds holding EWK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AC
AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return

WFG Advisors's EWK Position: Q4 2016 in Review

WFG Advisors sold out of iShares MSCI Belgium ETF (EWK) in Q4 2016, closing a stake of 166 shares — an estimated $3K sold.

WFG Advisors first reported a position in EWK in Q2 2013 and held it in 10 quarters. The position peaked at $29K in Q2 2013. 44 funds tracked by Wall St. Rank hold EWK as of Q4 2016.

  • WFG Advisors reported no remaining iShares MSCI Belgium ETF position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 166 iShares MSCI Belgium ETF shares in Q4 2016, an estimated $3K.
  • WFG Advisors first reported a position in iShares MSCI Belgium ETF in Q2 2013 and held it in 10 quarters.
  • WFG Advisors's iShares MSCI Belgium ETF position peaked at $29K in Q2 2013.
  • 44 funds tracked by Wall St. Rank held iShares MSCI Belgium ETF as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.