CAPTRUST Financial Advisors’s iShares MSCI United Kingdom Small-Cap ETF EWUS Stock Holding History

CAPTRUST Financial Advisors’s Portfolio EWUS Stock Details EWUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-113	Closed	-$4K	–	2694
2022 Q2	$4K	Sell	113 -43	-28%	-$1.53K	﹤0.01%	4177
2022 Q1	$6K	Hold	156	–	–	﹤0.01%	4060
2021 Q4	$7K	Buy	156 +5	+3%	+$231	﹤0.01%	3900
2021 Q3	$7K	Sell	151 -50	-25%	-$2.43K	﹤0.01%	3801
2021 Q2	$9K	Buy	201 +101	+101%	+$4.87K	﹤0.01%	3591
2021 Q1	$5K	Buy	+100	New	+$4.42K	﹤0.01%	3727

Other funds holding EWUS

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAPTRUST Financial Advisors's EWUS Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of iShares MSCI United Kingdom Small-Cap ETF (EWUS) in Q3 2022, closing a stake of 113 shares — an estimated $4K sold.

CAPTRUST Financial Advisors first reported a position in EWUS in Q1 2021 and held it in 6 quarters. The position peaked at $9K in Q2 2021. 19 funds tracked by Wall St. Rank hold EWUS as of Q3 2022.

CAPTRUST Financial Advisors reported no remaining iShares MSCI United Kingdom Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
CAPTRUST Financial Advisors sold 113 iShares MSCI United Kingdom Small-Cap ETF shares in Q3 2022, an estimated $4K.
CAPTRUST Financial Advisors first reported a position in iShares MSCI United Kingdom Small-Cap ETF in Q1 2021 and held it in 6 quarters.
CAPTRUST Financial Advisors's iShares MSCI United Kingdom Small-Cap ETF position peaked at $9K in Q2 2021.
19 funds tracked by Wall St. Rank held iShares MSCI United Kingdom Small-Cap ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.