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

Avior 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
2023 Q4	–	Sell	-60	Closed	-$1.9K	–	1575
2023 Q3	$1.9K	Hold	60	–	–	﹤0.01%	1386
2023 Q2	$1.94K	Hold	60	–	–	﹤0.01%	1354
2023 Q1	$1.94K	Hold	60	–	–	﹤0.01%	1391
2022 Q4	$1.84K	Hold	60	–	–	﹤0.01%	1053
2022 Q3	$1K	Buy	+60	New	+$1.76K	﹤0.01%	1078
2016 Q3	–	Sell	-418	Closed	-$13K	–	471
2016 Q2	$13K	Hold	418	–	–	0.01%	320
2016 Q1	$13K	Buy	+418	New	+$12.7K	0.01%	325

Other funds holding EWU

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

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

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

MIS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Avior Wealth Management's EWU Position: Q4 2023 in Review

Avior Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2023, closing a stake of 60 shares — an estimated $1.9K sold.

Avior Wealth Management first reported a position in EWU in Q1 2016 and held it in 7 quarters. The position peaked at $13K in Q2 2016. 232 funds tracked by Wall St. Rank hold EWU as of Q4 2023.

Avior Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2023 after selling out during the quarter.
Avior Wealth Management sold 60 iShares MSCI United Kingdom ETF shares in Q4 2023, an estimated $1.9K.
Avior Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q1 2016 and held it in 7 quarters.
Avior Wealth Management's iShares MSCI United Kingdom ETF position peaked at $13K in Q2 2016.
232 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.