Avidian Wealth Enterprises’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Avidian Wealth Enterprises’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 Q3	–	Sell	-279,138	Closed	-$8.36M	–	434
2022 Q2	$8.36M	Buy	279,138 +7,116	+3%	+$229K	0.59%	36
2022 Q1	$9.15M	Buy	+272,022	New	+$9.14M	0.56%	36
2021 Q3	–	Sell	-111,782	Closed	-$3.65M	–	399
2021 Q2	$3.65M	Buy	111,782 +15,756	+16%	+$522K	0.28%	60
2021 Q1	$3.01M	Buy	+96,026	New	+$2.96M	0.26%	67

Other funds holding EWU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Avidian Wealth Enterprises's EWU Position: Q3 2022 in Review

Avidian Wealth Enterprises sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2022, closing a stake of 279,138 shares — an estimated $8.36M sold.

Avidian Wealth Enterprises first reported a position in EWU in Q1 2021 and held it in 4 quarters. The position peaked at $9.15M in Q1 2022. 224 funds tracked by Wall St. Rank hold EWU as of Q3 2022.

Avidian Wealth Enterprises reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2022 after selling out during the quarter.
Avidian Wealth Enterprises sold 279,138 iShares MSCI United Kingdom ETF shares in Q3 2022, an estimated $8.36M.
Avidian Wealth Enterprises first reported a position in iShares MSCI United Kingdom ETF in Q1 2021 and held it in 4 quarters.
Avidian Wealth Enterprises's iShares MSCI United Kingdom ETF position peaked at $9.15M in Q1 2022.
224 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2022, filed 3 Nov 2022.