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

Connectus Wealth’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 Q1	–	Sell	-271,909	Closed	-$9M	–	403
2023 Q4	$9M	Sell	271,909 -5,488	-2%	-$175K	0.18%	114
2023 Q3	$8.79M	Sell	277,397 -11,115	-4%	-$358K	0.2%	113
2023 Q2	$9.35M	Buy	288,512 +57,522	+25%	+$1.9M	0.22%	103
2023 Q1	$7.45M	Buy	+230,990	New	+$7.41M	0.18%	117
2022 Q3	–	Sell	-268,393	Closed	-$8.05M	–	510
2022 Q2	$8.05M	Sell	268,393 -6,160	-2%	-$198K	0.18%	119
2022 Q1	$9.11M	Buy	+274,553	New	+$9.23M	0.29%	80

Other funds holding EWU

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

Connectus Wealth's EWU Position: Q1 2024 in Review

Connectus Wealth sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2024, closing a stake of 271,909 shares — an estimated $9M sold.

Connectus Wealth first reported a position in EWU in Q1 2022 and held it in 6 quarters. The position peaked at $9.35M in Q2 2023. 215 funds tracked by Wall St. Rank hold EWU as of Q1 2024.

Connectus Wealth reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2024 after selling out during the quarter.
Connectus Wealth sold 271,909 iShares MSCI United Kingdom ETF shares in Q1 2024, an estimated $9M.
Connectus Wealth first reported a position in iShares MSCI United Kingdom ETF in Q1 2022 and held it in 6 quarters.
Connectus Wealth's iShares MSCI United Kingdom ETF position peaked at $9.35M in Q2 2023.
215 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.