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

AXS 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
2023 Q3	–	Sell	-2	Closed	-$65	–	402
2023 Q2	$65	Hold	2	–	–	﹤0.01%	416
2023 Q1	$65	Sell	2 -25,395	-100%	-$815K	﹤0.01%	371
2022 Q4	$779K	Hold	25,397	–	–	0.28%	133
2022 Q3	$666K	Hold	25,397	–	–	0.26%	145
2022 Q2	$761K	Buy	+25,397	New	+$816K	0.27%	147

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

AXS Investments's EWU Position: Q3 2023 in Review

AXS Investments sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2023, closing a stake of 2 shares — an estimated $65 sold.

AXS Investments first reported a position in EWU in Q2 2022 and held it in 5 quarters. The position peaked at $779K in Q4 2022. 221 funds tracked by Wall St. Rank hold EWU as of Q3 2023.

AXS Investments reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2023 after selling out during the quarter.
AXS Investments sold 2 iShares MSCI United Kingdom ETF shares in Q3 2023, an estimated $65.
AXS Investments first reported a position in iShares MSCI United Kingdom ETF in Q2 2022 and held it in 5 quarters.
AXS Investments's iShares MSCI United Kingdom ETF position peaked at $779K in Q4 2022.
221 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2023.

Based on AXS Investments's 13F filing for Q3 2023, filed 9 Nov 2023.