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

Avion Wealth’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
2020
Q4 		– Sell
-773
Closed -$20K – 358
2020
Q3 		$20K Buy
+773
New +$20.4K 0.01% 141

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MIM
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MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avion Wealth's EWU Position: Q4 2020 in Review

Avion Wealth sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2020, closing a stake of 773 shares — an estimated $20K sold.

Avion Wealth first reported a position in EWU in Q3 2020 and held it in 1 quarter. The position peaked at $20K in Q3 2020. 184 funds tracked by Wall St. Rank hold EWU as of Q4 2020.

  • Avion Wealth reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2020 after selling out during the quarter.
  • Avion Wealth sold 773 iShares MSCI United Kingdom ETF shares in Q4 2020, an estimated $20K.
  • Avion Wealth first reported a position in iShares MSCI United Kingdom ETF in Q3 2020 and held it in 1 quarter.
  • Avion Wealth's iShares MSCI United Kingdom ETF position peaked at $20K in Q3 2020.
  • 184 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2020.

Based on Avion Wealth's 13F filing for Q4 2020, filed 26 Jan 2021.