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Atria Investments’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Atria Investments’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
Q4 		– Sell
-38,472
Closed -$1.01M – 780
2022
Q3 		$1.01M Sell
38,472
-13,232
-26% -$389K 0.02% 727
2022
Q2 		$1.55M Sell
51,704
-16,498
-24% -$530K 0.03% 588
2022
Q1 		$2.29M Sell
68,202
-4,648
-6% -$156K 0.04% 514
2021
Q4 		$2.41M Sell
72,850
-4,962
-6% -$164K 0.04% 488
2021
Q3 		$2.51M Sell
77,812
-4,533
-6% -$149K 0.05% 434
2021
Q2 		$2.69M Buy
82,345
+2,102
+3% +$69.7K 0.05% 404
2021
Q1 		$2.51M Buy
80,243
+3,547
+5% +$109K 0.06% 384
2020
Q4 		$2.25M Sell
76,696
-2,017
-3% -$55.6K 0.05% 389
2020
Q3 		$2.01M Buy
78,713
+7,198
+10% +$190K 0.06% 340
2020
Q2 		$1.84M Buy
71,515
+13,505
+23% +$341K 0.06% 328
2020
Q1 		$1.39M Buy
58,010
+10,202
+21% +$305K 0.11% 179
2019
Q4 		$1.63M Buy
47,808
+167
+0.4% +$5.43K 0.04% 379
2019
Q3 		$1.5M Buy
47,641
+857
+2% +$26.7K 0.05% 296
2019
Q2 		$1.39M Buy
46,784
+550
+1% +$18.1K 0.05% 308
2019
Q1 		$1.53M Buy
46,234
+1,999
+5% +$63.7K 0.06% 254
2018
Q4 		$1.3M Buy
44,235
+6,364
+17% +$200K 0.06% 253
2018
Q3 		$1.29M Buy
37,871
+22,864
+152% +$781K 0.05% 335
2018
Q2 		$522K Buy
+15,007
New +$540K 0.02% 558
2014
Q1 		– Sell
-33,262
Closed -$1.39M – 437
2013
Q4 		$1.39M Buy
+33,262
New +$1.34M 0.14% 128

Other funds holding EWU

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Atria Investments's EWU Position: Q4 2022 in Review

Atria Investments sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2022, closing a stake of 38,472 shares — an estimated $1.01M sold.

Atria Investments first reported a position in EWU in Q4 2013 and held it in 19 quarters. The position peaked at $2.69M in Q2 2021. 242 funds tracked by Wall St. Rank hold EWU as of Q4 2022.

  • Atria Investments reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2022 after selling out during the quarter.
  • Atria Investments sold 38,472 iShares MSCI United Kingdom ETF shares in Q4 2022, an estimated $1.01M.
  • Atria Investments first reported a position in iShares MSCI United Kingdom ETF in Q4 2013 and held it in 19 quarters.
  • Atria Investments's iShares MSCI United Kingdom ETF position peaked at $2.69M in Q2 2021.
  • 242 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2022.

Based on Atria Investments's 13F filing for Q4 2022, filed 31 Jan 2023.