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Concourse Financial Group Securities’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Concourse Financial Group Securities’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
2024
Q2 		– Sell
-509
Closed -$17.9K – 2325
2024
Q1 		$17.4K Sell
509
-50
-9% -$1.64K ﹤0.01% 1548
2023
Q4 		$18.5K Sell
559
-14
-2% -$447 ﹤0.01% 1511
2023
Q3 		$18.1K Sell
573
-149
-21% -$4.8K ﹤0.01% 1475
2023
Q2 		$23.4K Sell
722
-4
-0.6% -$132 ﹤0.01% 1393
2023
Q1 		$23.4K Hold
726
– – ﹤0.01% 1405
2022
Q4 		$22.3K Sell
726
-166
-19% -$4.87K ﹤0.01% 1430
2022
Q3 		$23K Sell
892
-159
-15% -$4.67K ﹤0.01% 1251
2022
Q2 		$31K Sell
1,051
-175
-14% -$5.63K ﹤0.01% 1277
2022
Q1 		$41K Sell
1,226
-76
-6% -$2.55K ﹤0.01% 1209
2021
Q4 		$43K Sell
1,302
-133
-9% -$4.39K ﹤0.01% 1341
2021
Q3 		$46K Hold
1,435
– – ﹤0.01% 1347
2021
Q2 		$47K Buy
1,435
+9
+0.6% +$298 ﹤0.01% 1336
2021
Q1 		$45K Buy
1,426
+196
+16% +$6.04K ﹤0.01% 1260
2020
Q4 		$36K Sell
1,230
-1,277
-51% -$35.2K ﹤0.01% 1249
2020
Q3 		$64K Hold
2,507
– – 0.01% 958
2020
Q2 		$65K Sell
2,507
-1,173
-32% -$29.7K 0.01% 876
2020
Q1 		$88K Buy
3,680
+745
+25% +$22.3K 0.01% 705
2019
Q4 		$100K Buy
2,935
+2,498
+572% +$81.3K 0.01% 714
2019
Q3 		$14K Sell
437
-4,396
-91% -$137K ﹤0.01% 1060
2019
Q2 		$156K Buy
4,833
+45
+0.9% +$1.48K 0.02% 540
2019
Q1 		$157K Buy
4,788
+2,019
+73% +$64.3K 0.02% 557
2018
Q4 		$81K Buy
+2,769
New +$87.2K 0.01% 679

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Concourse Financial Group Securities's EWU Position: Q2 2024 in Review

Concourse Financial Group Securities sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2024, closing a stake of 509 shares — an estimated $17.9K sold.

Concourse Financial Group Securities first reported a position in EWU in Q4 2018 and held it in 22 quarters. The position peaked at $157K in Q1 2019. 216 funds tracked by Wall St. Rank hold EWU as of Q2 2024.

  • Concourse Financial Group Securities reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 509 iShares MSCI United Kingdom ETF shares in Q2 2024, an estimated $17.9K.
  • Concourse Financial Group Securities first reported a position in iShares MSCI United Kingdom ETF in Q4 2018 and held it in 22 quarters.
  • Concourse Financial Group Securities's iShares MSCI United Kingdom ETF position peaked at $157K in Q1 2019.
  • 216 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2024.

Based on Concourse Financial Group Securities's 13F filing for Q2 2024, filed 23 Jul 2024.