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Cedar Capital’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Cedar Capital’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
Q3 		$1.19M Buy
36,790
+5,489
+18% +$180K 2.16% 14
2021
Q2 		$1.02M Buy
+31,301
New +$1.04M 1.77% 17
2021
Q1 		– Sell
-31,039
Closed -$909K – 58
2020
Q4 		$909K Buy
+31,039
New +$855K 1.66% 16
2020
Q3 		– Sell
-19,651
Closed -$506K – 178
2020
Q2 		$506K Buy
19,651
+7,416
+61% +$187K 0.19% 111
2020
Q1 		$292K Buy
12,235
+3,281
+37% +$98.2K 0.14% 126
2019
Q4 		$305K Sell
8,954
-1,235
-12% -$40.2K 0.14% 147
2019
Q3 		$320K Sell
10,189
-8,186
-45% -$255K 0.15% 136
2019
Q2 		$594K Buy
18,375
+5,092
+38% +$168K 0.25% 101
2019
Q1 		$438K Buy
13,283
+5,686
+75% +$181K 0.19% 122
2018
Q4 		$223K Sell
7,597
-173
-2% -$5.45K 0.11% 138
2018
Q3 		$265K Buy
+7,770
New +$265K 0.1% 155
2018
Q2 		– Sell
-6,636
Closed -$231K – 151
2018
Q1 		$231K Buy
6,636
+689
+12% +$24.5K 0.11% 137
2017
Q4 		$213K Sell
5,947
-3,035
-34% -$106K 0.1% 128
2017
Q3 		$313K Buy
+8,982
New +$305K 0.15% 79
2016
Q3 		– Sell
-6,396
Closed -$197K – 96
2016
Q2 		$197K Sell
6,396
-2,782
-30% -$88.3K 0.06% 79
2016
Q1 		$288K Buy
9,178
+2,833
+45% +$85.9K 0.08% 57
2015
Q4 		$205K Buy
+6,345
New +$216K 0.05% 73

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cedar Capital's EWU Position: Q3 2021 in Review

Cedar Capital increased its iShares MSCI United Kingdom ETF (EWU) stake by 18% in Q3 2021, buying an estimated $180K and bringing the position to 36,790 shares worth $1.19M. The position accounts for 2.16% of the portfolio, ranked #14.

Cedar Capital first reported a position in EWU in Q4 2015 and has held it in 17 quarters since. 231 funds tracked by Wall St. Rank hold EWU as of Q3 2021.

  • Cedar Capital held 36,790 shares of iShares MSCI United Kingdom ETF worth $1.19M as of Q3 2021.
  • Cedar Capital bought 5,489 iShares MSCI United Kingdom ETF shares in Q3 2021, an estimated $180K.
  • iShares MSCI United Kingdom ETF made up 2.16% of Cedar Capital's portfolio in Q3 2021, its #14 holding.
  • Cedar Capital first reported a position in iShares MSCI United Kingdom ETF in Q4 2015 and has held it in 17 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2021.

Based on Cedar Capital's 13F filing for Q3 2021, filed 1 Nov 2021.