Blue Trust Inc’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Blue Trust Inc’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 Q3	–	Sell	-56	Closed	-$1.92K	–	2927
2024 Q2	$1.92K	Hold	56	–	–	﹤0.01%	2449
2024 Q1	$1.92K	Buy	+56	New	+$1.84K	﹤0.01%	1834
2023 Q2	–	Sell	-1,157	Closed	-$36K	–	2165
2023 Q1	$36K	Buy	+1,157	New	+$37.1K	﹤0.01%	1158

Other funds holding EWU

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Blue Trust Inc's EWU Position: Q3 2024 in Review

Blue Trust Inc sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2024, closing a stake of 56 shares — an estimated $1.92K sold.

Blue Trust Inc first reported a position in EWU in Q1 2023 and held it in 3 quarters. The position peaked at $36K in Q1 2023. 214 funds tracked by Wall St. Rank hold EWU as of Q3 2024.

Blue Trust Inc reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2024 after selling out during the quarter.
Blue Trust Inc sold 56 iShares MSCI United Kingdom ETF shares in Q3 2024, an estimated $1.92K.
Blue Trust Inc first reported a position in iShares MSCI United Kingdom ETF in Q1 2023 and held it in 3 quarters.
Blue Trust Inc's iShares MSCI United Kingdom ETF position peaked at $36K in Q1 2023.
214 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2024.

Based on Blue Trust Inc's 13F filing for Q3 2024, filed 17 Oct 2024.