Windhaven Investment Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Windhaven Investment Management’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	-6,016,467	Closed	-$196M	–	26
2017 Q1	$196M	Buy	+6,016,467	New	+$191M	2.37%	17
2015 Q3	–	Sell	-12,310,432	Closed	-$449M	–	41
2015 Q2	$449M	Buy	12,310,432 +12,241,394	+17,731%	+$468M	3.1%	17
2015 Q1	$2.49M	Sell	69,038 -1,412	-2%	-$51.9K	0.02%	39
2014 Q4	$2.54M	Sell	70,450 -13,772,056	-99%	-$515M	0.02%	36
2014 Q3	$541M	Sell	13,842,506 -620,708	-4%	-$25.3M	3.16%	15
2014 Q2	$603M	Sell	14,463,214 -250,855	-2%	-$10.7M	3.31%	15
2014 Q1	$604M	Sell	14,714,069 -30,550	-0.2%	-$1.26M	3.38%	14
2013 Q4	$616M	Sell	14,744,619 -280,196	-2%	-$11.3M	3.75%	10
2013 Q3	$590K	Buy	15,024,815 +99,633	+0.7%	+$3.79M	2.61%	15
2013 Q2	$529M	Buy	+14,925,182	New	+$556M	3.1%	13

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

Windhaven Investment Management's EWU Position: Q2 2017 in Review

Windhaven Investment Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2017, closing a stake of 6,016,467 shares — an estimated $196M sold.

Windhaven Investment Management first reported a position in EWU in Q2 2013 and held it in 10 quarters. The position peaked at $616M in Q4 2013. 171 funds tracked by Wall St. Rank hold EWU as of Q2 2017.

Windhaven Investment Management reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2017 after selling out during the quarter.
Windhaven Investment Management sold 6,016,467 iShares MSCI United Kingdom ETF shares in Q2 2017, an estimated $196M.
Windhaven Investment Management first reported a position in iShares MSCI United Kingdom ETF in Q2 2013 and held it in 10 quarters.
Windhaven Investment Management's iShares MSCI United Kingdom ETF position peaked at $616M in Q4 2013.
171 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2017.

Based on Windhaven Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.