Congress Wealth Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Buy |
23,584
+1,436
| +6% | +$57K | 0.01% | 730 |
|
|
2025
Q1 | $830K | Sell |
22,148
-22
| -0.1% | -$824 | 0.01% | 674 |
|
|
2024
Q4 | $752K | Sell |
22,170
-94
| -0.4% | -$3.19K | 0.01% | 565 |
|
|
2024
Q3 | $833K | Hold |
22,264
| – | – | 0.01% | 545 |
|
|
2024
Q2 | $777K | Buy |
+22,264
| New | +$777K | 0.01% | 468 |
|
|
2023
Q4 | – | Sell |
-41,889
| Closed | -$1.33M | – | 624 |
|
|
2023
Q3 | $1.33M | Buy |
41,889
+2,834
| +7% | +$89.7K | 0.03% | 345 |
|
|
2023
Q2 | $1.26M | Buy |
39,055
+1,464
| +4% | +$47.4K | 0.03% | 316 |
|
|
2023
Q1 | $1.21M | Buy |
37,591
+2,520
| +7% | +$81.3K | 0.03% | 322 |
|
|
2022
Q4 | $1.08M | Buy |
35,071
+27,263
| +349% | +$836K | 0.03% | 326 |
|
|
2022
Q3 | $205K | Sell |
7,808
-2,427
| -24% | -$63.7K | 0.01% | 525 |
|
|
2022
Q2 | $307K | Buy |
+10,235
| New | +$307K | 0.01% | 472 |
|