Bellevue Asset Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Bellevue Asset 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
2021 Q3	–	Sell	-100	Closed	-$3K	–	586
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	446
2021 Q1	$3K	Hold	100	–	–	﹤0.01%	505
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	514
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	478
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	473
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	499
2019 Q4	$3K	Buy	+100	New	+$3.25K	﹤0.01%	386

Other funds holding EWU

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bellevue Asset Management's EWU Position: Q3 2021 in Review

Bellevue Asset Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2021, closing a stake of 100 shares — an estimated $3K sold.

Bellevue Asset Management first reported a position in EWU in Q4 2019 and held it in 7 quarters. The position peaked at $3K in Q2 2021. 231 funds tracked by Wall St. Rank hold EWU as of Q3 2021.

Bellevue Asset Management reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2021 after selling out during the quarter.
Bellevue Asset Management sold 100 iShares MSCI United Kingdom ETF shares in Q3 2021, an estimated $3K.
Bellevue Asset Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2019 and held it in 7 quarters.
Bellevue Asset Management's iShares MSCI United Kingdom ETF position peaked at $3K in Q2 2021.
231 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2021.

Based on Bellevue Asset Management's 13F filing for Q3 2021, filed 5 Nov 2021.