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

Atria Wealth Solutions’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 Q3	–	Sell	-6,325	Closed	-$205K	–	1898
2023 Q2	$205K	Sell	6,325 -292	-4%	-$9.62K	﹤0.01%	1685
2023 Q1	$213K	Buy	+6,617	New	+$212K	﹤0.01%	1633
2022 Q3	–	Sell	-8,623	Closed	-$258K	–	1786
2022 Q2	$258K	Sell	8,623 -6,439	-43%	-$207K	﹤0.01%	1294
2022 Q1	$506K	Buy	+15,062	New	+$506K	0.01%	1063

Other funds holding EWU

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atria Wealth Solutions's EWU Position: Q3 2023 in Review

Atria Wealth Solutions sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2023, closing a stake of 6,325 shares — an estimated $205K sold.

Atria Wealth Solutions first reported a position in EWU in Q1 2022 and held it in 4 quarters. The position peaked at $506K in Q1 2022. 221 funds tracked by Wall St. Rank hold EWU as of Q3 2023.

Atria Wealth Solutions reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2023 after selling out during the quarter.
Atria Wealth Solutions sold 6,325 iShares MSCI United Kingdom ETF shares in Q3 2023, an estimated $205K.
Atria Wealth Solutions first reported a position in iShares MSCI United Kingdom ETF in Q1 2022 and held it in 4 quarters.
Atria Wealth Solutions's iShares MSCI United Kingdom ETF position peaked at $506K in Q1 2022.
221 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.