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

BerganKDV 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
Q2 		– Sell
-230
Closed -$7.42K – 941
2023
Q1 		$7.42K Buy
+230
New +$7.38K ﹤0.01% 643
2022
Q1 		– Sell
-275
Closed -$9K – 1023
2021
Q4 		$9K Hold
275
– – ﹤0.01% 676
2021
Q3 		$9K Buy
+275
New +$9.03K ﹤0.01% 647

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BerganKDV Wealth Management's EWU Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2023, closing a stake of 230 shares — an estimated $7.42K sold.

BerganKDV Wealth Management first reported a position in EWU in Q3 2021 and held it in 3 quarters. The position peaked at $9K in Q4 2021. 234 funds tracked by Wall St. Rank hold EWU as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 230 iShares MSCI United Kingdom ETF shares in Q2 2023, an estimated $7.42K.
  • BerganKDV Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q3 2021 and held it in 3 quarters.
  • BerganKDV Wealth Management's iShares MSCI United Kingdom ETF position peaked at $9K in Q4 2021.
  • 234 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.