Concord Wealth Partners’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-175	Closed	-$5.37K	–	1068
2022 Q4	$5.37K	Buy	+175	New	+$5.13K	﹤0.01%	748
2022 Q3	–	Sell	-169	Closed	-$5K	–	469
2022 Q2	$5K	Sell	169 -37	-18%	-$1.19K	﹤0.01%	814
2022 Q1	$7K	Hold	206	–	–	﹤0.01%	838
2021 Q4	$7K	Sell	206 -20	-9%	-$661	﹤0.01%	862
2021 Q3	$7K	Hold	226	–	–	﹤0.01%	528
2021 Q2	$7K	Hold	226	–	–	﹤0.01%	682
2021 Q1	$7K	Hold	226	–	–	﹤0.01%	623
2020 Q4	$7K	Buy	+226	New	+$6.23K	0.01%	386

Other funds holding EWU

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

MIS

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Concord Wealth Partners's EWU Position: Q1 2023 in Review

Concord Wealth Partners sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2023, closing a stake of 175 shares — an estimated $5.37K sold.

Concord Wealth Partners first reported a position in EWU in Q4 2020 and held it in 8 quarters. The position peaked at $7K in Q1 2022. 231 funds tracked by Wall St. Rank hold EWU as of Q1 2023.

Concord Wealth Partners reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 175 iShares MSCI United Kingdom ETF shares in Q1 2023, an estimated $5.37K.
Concord Wealth Partners first reported a position in iShares MSCI United Kingdom ETF in Q4 2020 and held it in 8 quarters.
Concord Wealth Partners's iShares MSCI United Kingdom ETF position peaked at $7K in Q1 2022.
231 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.