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WFG Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

WFG Advisors’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 		$1K Hold
22
– – ﹤0.01% 1475
2017
Q1 		$1K Hold
22
– – ﹤0.01% 1397
2016
Q4 		$1K Buy
+22
New +$670 ﹤0.01% 1474
2016
Q3 		– Sell
-47
Closed -$1K – 1609
2016
Q2 		$1K Hold
47
– – ﹤0.01% 1452
2016
Q1 		$1K Buy
47
+22
+88% +$667 ﹤0.01% 1412
2015
Q4 		$1K Buy
+25
New +$850 ﹤0.01% 1450
2015
Q2 		– Sell
-1,826
Closed -$66K – 1707
2015
Q1 		$66K Hold
1,826
– – 0.02% 655
2014
Q4 		$66K Hold
1,826
– – 0.01% 781
2014
Q3 		$71K Hold
1,826
– – 0.01% 790
2014
Q2 		$76K Hold
1,826
– – 0.01% 756
2014
Q1 		$75K Sell
1,826
-209
-10% -$8.62K 0.02% 742
2013
Q4 		$85K Buy
2,035
+1,073
+112% +$43.2K 0.01% 801
2013
Q3 		$38K Buy
962
+1
+0.1% +$38 0.01% 1022
2013
Q2 		$34K Buy
+961
New +$35.8K 0.01% 1026

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WFG Advisors's EWU Position: Q2 2017 in Review

WFG Advisors held its iShares MSCI United Kingdom ETF (EWU) position steady in Q2 2017 at 22 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

WFG Advisors first reported a position in EWU in Q2 2013 and has held it in 14 quarters since. The position peaked at $85K in Q4 2013. 171 funds tracked by Wall St. Rank hold EWU as of Q2 2017.

  • WFG Advisors held 22 shares of iShares MSCI United Kingdom ETF worth $1K as of Q2 2017.
  • WFG Advisors left its iShares MSCI United Kingdom ETF share count unchanged in Q2 2017.
  • iShares MSCI United Kingdom ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1475 holding.
  • WFG Advisors first reported a position in iShares MSCI United Kingdom ETF in Q2 2013 and has held it in 14 quarters since.
  • WFG Advisors's iShares MSCI United Kingdom ETF position peaked at $85K in Q4 2013.
  • 171 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.