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

Aaron Wealth 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
2023
Q1 		– Sell
-6,643
Closed -$204K – 258
2022
Q4 		$204K Buy
+6,643
New +$195K 0.03% 236
2022
Q2 		– Sell
-62,065
Closed -$1.84M – 411
2022
Q1 		$1.84M Buy
+62,065
New +$2.09M 0.03% 245

Other funds holding EWU

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Aaron Wealth Advisors's EWU Position: Q1 2023 in Review

Aaron Wealth Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2023, closing a stake of 6,643 shares — an estimated $204K sold.

Aaron Wealth Advisors first reported a position in EWU in Q1 2022 and held it in 2 quarters. The position peaked at $1.84M in Q1 2022. 231 funds tracked by Wall St. Rank hold EWU as of Q1 2023.

  • Aaron Wealth Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2023 after selling out during the quarter.
  • Aaron Wealth Advisors sold 6,643 iShares MSCI United Kingdom ETF shares in Q1 2023, an estimated $204K.
  • Aaron Wealth Advisors first reported a position in iShares MSCI United Kingdom ETF in Q1 2022 and held it in 2 quarters.
  • Aaron Wealth Advisors's iShares MSCI United Kingdom ETF position peaked at $1.84M in Q1 2022.
  • 231 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2023.

Based on Aaron Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.