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Cape Investment Advisory’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Cape Investment Advisory’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
Q2 		– Sell
-362
Closed -$12.4K – 943
2024
Q1 		$12.4K Buy
362
+89
+33% +$2.92K 0.01% 507
2023
Q4 		$9.02K Hold
273
– – ﹤0.01% 686
2023
Q3 		$8.64K Sell
273
-34
-11% -$1.1K ﹤0.01% 581
2023
Q2 		$9.93K Buy
307
+31
+11% +$1.02K 0.01% 553
2023
Q1 		$8.9K Buy
+276
New +$8.86K 0.01% 564

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Cape Investment Advisory's EWU Position: Q2 2024 in Review

Cape Investment Advisory sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2024, closing a stake of 362 shares — an estimated $12.4K sold.

Cape Investment Advisory first reported a position in EWU in Q1 2023 and held it in 5 quarters. The position peaked at $12.4K in Q1 2024. 216 funds tracked by Wall St. Rank hold EWU as of Q2 2024.

  • Cape Investment Advisory reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 362 iShares MSCI United Kingdom ETF shares in Q2 2024, an estimated $12.4K.
  • Cape Investment Advisory first reported a position in iShares MSCI United Kingdom ETF in Q1 2023 and held it in 5 quarters.
  • Cape Investment Advisory's iShares MSCI United Kingdom ETF position peaked at $12.4K in Q1 2024.
  • 216 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2024.

Based on Cape Investment Advisory's 13F filing for Q2 2024, filed 15 Aug 2024.