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

BKM 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
2024
Q1 		– Sell
-10
Closed -$330 – 310
2023
Q4 		$330 Buy
+10
New +$319 ﹤0.01% 588

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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
UBS Group
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CCA
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MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
MIS
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BKM Wealth Management's EWU Position: Q1 2024 in Review

BKM Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2024, closing a stake of 10 shares — an estimated $330 sold.

BKM Wealth Management first reported a position in EWU in Q4 2023 and held it in 1 quarter. The position peaked at $330 in Q4 2023. 215 funds tracked by Wall St. Rank hold EWU as of Q1 2024.

  • BKM Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 10 iShares MSCI United Kingdom ETF shares in Q1 2024, an estimated $330.
  • BKM Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's iShares MSCI United Kingdom ETF position peaked at $330 in Q4 2023.
  • 215 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.