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Cary Street Partners Investment Advisory’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Cary Street Partners 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
2023
Q4 		– Sell
-32
Closed -$1.01K – 988
2023
Q3 		$1.01K Hold
32
– – ﹤0.01% 1738
2023
Q2 		$1.03K Hold
32
– – ﹤0.01% 1649
2023
Q1 		$1.03K Buy
+32
New +$1.03K ﹤0.01% 1567

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cary Street Partners Investment Advisory's EWU Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2023, closing a stake of 32 shares — an estimated $1.01K sold.

Cary Street Partners Investment Advisory first reported a position in EWU in Q1 2023 and held it in 3 quarters. The position peaked at $1.03K in Q2 2023. 232 funds tracked by Wall St. Rank hold EWU as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 32 iShares MSCI United Kingdom ETF shares in Q4 2023, an estimated $1.01K.
  • Cary Street Partners Investment Advisory first reported a position in iShares MSCI United Kingdom ETF in Q1 2023 and held it in 3 quarters.
  • Cary Street Partners Investment Advisory's iShares MSCI United Kingdom ETF position peaked at $1.03K in Q2 2023.
  • 232 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.