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Abound Wealth Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Abound Wealth 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
2024
Q1 		– Sell
-29
Closed -$959 – 1329
2023
Q4 		$959 Buy
+29
New +$925 ﹤0.01% 787

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Abound Wealth Management's EWU Position: Q1 2024 in Review

Abound Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2024, closing a stake of 29 shares — an estimated $959 sold.

Abound Wealth Management first reported a position in EWU in Q4 2023 and held it in 1 quarter. The position peaked at $959 in Q4 2023. 215 funds tracked by Wall St. Rank hold EWU as of Q1 2024.

  • Abound Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2024 after selling out during the quarter.
  • Abound Wealth Management sold 29 iShares MSCI United Kingdom ETF shares in Q1 2024, an estimated $959.
  • Abound Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2023 and held it in 1 quarter.
  • Abound Wealth Management's iShares MSCI United Kingdom ETF position peaked at $959 in Q4 2023.
  • 215 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2024.

Based on Abound Wealth Management's 13F filing for Q1 2024, filed 8 Aug 2024.