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

Bison 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
2022 Q3	–	Sell	-193	Closed	-$6K	–	269
2022 Q2	$6K	Hold	193	–	–	﹤0.01%	297
2022 Q1	$6K	Hold	193	–	–	﹤0.01%	340
2021 Q4	$6K	Hold	193	–	–	﹤0.01%	324
2021 Q3	$6K	Hold	193	–	–	﹤0.01%	438
2021 Q2	$6K	Buy	+193	New	+$6.4K	﹤0.01%	426

Other funds holding EWU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

MIS

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Bison Wealth's EWU Position: Q3 2022 in Review

Bison Wealth sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2022, closing a stake of 193 shares — an estimated $6K sold.

Bison Wealth first reported a position in EWU in Q2 2021 and held it in 5 quarters. The position peaked at $6K in Q2 2022. 224 funds tracked by Wall St. Rank hold EWU as of Q3 2022.

Bison Wealth reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2022 after selling out during the quarter.
Bison Wealth sold 193 iShares MSCI United Kingdom ETF shares in Q3 2022, an estimated $6K.
Bison Wealth first reported a position in iShares MSCI United Kingdom ETF in Q2 2021 and held it in 5 quarters.
Bison Wealth's iShares MSCI United Kingdom ETF position peaked at $6K in Q2 2022.
224 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.