Carroll Financial Associates’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Carroll Financial Associates’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
2021 Q4	–	Sell	-442	Closed	-$14K	–	1710
2021 Q3	$14K	Buy	+442	New	+$14.5K	﹤0.01%	1092
2021 Q2	–	Sell	-185	Closed	-$5K	–	1727
2021 Q1	$5K	Hold	185	–	–	﹤0.01%	1362
2020 Q4	$5K	Hold	185	–	–	﹤0.01%	1254
2020 Q3	$4K	Hold	185	–	–	﹤0.01%	1222
2020 Q2	$4K	Hold	185	–	–	﹤0.01%	1235
2020 Q1	$4K	Hold	185	–	–	﹤0.01%	1167
2019 Q4	$6K	Hold	185	–	–	﹤0.01%	1199
2019 Q3	$5K	Hold	185	–	–	﹤0.01%	1180
2019 Q2	$5K	Hold	185	–	–	﹤0.01%	1187
2019 Q1	$6K	Hold	185	–	–	﹤0.01%	1066
2018 Q4	$5K	Hold	185	–	–	﹤0.01%	1021
2018 Q3	$6K	Hold	185	–	–	﹤0.01%	1029
2018 Q2	$6K	Hold	185	–	–	﹤0.01%	995
2018 Q1	$6K	Buy	+185	New	+$6.59K	﹤0.01%	964
2017 Q2	–	Sell	-165	Closed	-$5K	–	1193
2017 Q1	$5K	Buy	+165	New	+$5.25K	﹤0.01%	977
2016 Q4	–	Sell	-585	Closed	-$18K	–	1157
2016 Q3	$18K	Hold	585	–	–	﹤0.01%	674
2016 Q2	$17K	Hold	585	–	–	﹤0.01%	659
2016 Q1	$18K	Buy	+585	New	+$17.7K	﹤0.01%	630
2015 Q4	–	Sell	-100	Closed	-$3K	–	1112
2015 Q3	$3K	Buy	+100	New	+$3.53K	﹤0.01%	926

Other funds holding EWU

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

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

MIS

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Carroll Financial Associates's EWU Position: Q4 2021 in Review

Carroll Financial Associates sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2021, closing a stake of 442 shares — an estimated $14K sold.

Carroll Financial Associates first reported a position in EWU in Q3 2015 and held it in 19 quarters. The position peaked at $18K in Q3 2016. 229 funds tracked by Wall St. Rank hold EWU as of Q4 2021.

Carroll Financial Associates reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2021 after selling out during the quarter.
Carroll Financial Associates sold 442 iShares MSCI United Kingdom ETF shares in Q4 2021, an estimated $14K.
Carroll Financial Associates first reported a position in iShares MSCI United Kingdom ETF in Q3 2015 and held it in 19 quarters.
Carroll Financial Associates's iShares MSCI United Kingdom ETF position peaked at $18K in Q3 2016.
229 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.