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

Activest 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
2023
Q1 		– Sell
-1,000
Closed -$30.7K – 397
2022
Q4 		$30.7K Hold
1,000
– – 0.01% 215
2022
Q3 		$26K Buy
+1,000
New +$29.4K 0.01% 225

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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

Activest Wealth Management's EWU Position: Q1 2023 in Review

Activest Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2023, closing a stake of 1,000 shares — an estimated $30.7K sold.

Activest Wealth Management first reported a position in EWU in Q3 2022 and held it in 2 quarters. The position peaked at $30.7K in Q4 2022. 231 funds tracked by Wall St. Rank hold EWU as of Q1 2023.

  • Activest Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 1,000 iShares MSCI United Kingdom ETF shares in Q1 2023, an estimated $30.7K.
  • Activest Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's iShares MSCI United Kingdom ETF position peaked at $30.7K in Q4 2022.
  • 231 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.