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

Altium 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
2022
Q2 		$297K Hold
9,906
– – 0.02% 300
2022
Q1 		$333K Buy
9,906
+3,750
+61% +$126K 0.02% 311
2021
Q4 		$204K Buy
+6,156
New +$203K 0.01% 365

Other funds holding EWU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Altium Wealth Management's EWU Position: Q2 2022 in Review

Altium Wealth Management held its iShares MSCI United Kingdom ETF (EWU) position steady in Q2 2022 at 9,906 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #300.

Altium Wealth Management first reported a position in EWU in Q4 2021 and has held it in 3 quarters since. The position peaked at $333K in Q1 2022. 242 funds tracked by Wall St. Rank hold EWU as of Q2 2022.

  • Altium Wealth Management held 9,906 shares of iShares MSCI United Kingdom ETF worth $297K as of Q2 2022.
  • Altium Wealth Management left its iShares MSCI United Kingdom ETF share count unchanged in Q2 2022.
  • iShares MSCI United Kingdom ETF made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #300 holding.
  • Altium Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2021 and has held it in 3 quarters since.
  • Altium Wealth Management's iShares MSCI United Kingdom ETF position peaked at $333K in Q1 2022.
  • 242 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.