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Congress Wealth Management’s iShares MSCI United Kingdom Small-Cap ETF EWUS Stock Holding History

Congress Wealth Management’s Portfolio EWUS Stock Details EWUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-16,343
Closed -$749K – 607
2021
Q4 		$749K Buy
+16,343
New +$754K 0.01% 406

Other funds holding EWUS

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
SFFS
Stonehage Fleming Financial Services St. Helier, Jersey $2.75B AUM 13.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Congress Wealth Management's EWUS Position: Q1 2022 in Review

Congress Wealth Management sold out of iShares MSCI United Kingdom Small-Cap ETF (EWUS) in Q1 2022, closing a stake of 16,343 shares — an estimated $749K sold.

Congress Wealth Management first reported a position in EWUS in Q4 2021 and held it in 1 quarter. The position peaked at $749K in Q4 2021. 28 funds tracked by Wall St. Rank hold EWUS as of Q1 2022.

  • Congress Wealth Management reported no remaining iShares MSCI United Kingdom Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Congress Wealth Management sold 16,343 iShares MSCI United Kingdom Small-Cap ETF shares in Q1 2022, an estimated $749K.
  • Congress Wealth Management first reported a position in iShares MSCI United Kingdom Small-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Congress Wealth Management's iShares MSCI United Kingdom Small-Cap ETF position peaked at $749K in Q4 2021.
  • 28 funds tracked by Wall St. Rank held iShares MSCI United Kingdom Small-Cap ETF as of Q1 2022.

Based on Congress Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.