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Cornerstone Planning Group’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Cornerstone Planning Group’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
Q4 		– Sell
-63
Closed -$2.29K – 1430
2024
Q3 		$2.29K Sell
63
-1
-2% -$36 ﹤0.01% 737
2024
Q2 		$2.18K Buy
64
+2
+3% +$70 ﹤0.01% 743
2024
Q1 		$2.19K Sell
62
-511
-89% -$16.8K ﹤0.01% 651
2023
Q4 		$18.9K Sell
573
-316
-36% -$10.1K 0.01% 324
2023
Q3 		$28.1K Sell
889
-745
-46% -$24K 0.01% 261
2023
Q2 		$52.9K Buy
+1,634
New +$53.8K 0.02% 232
2022
Q4 		$116K Buy
+3,552
New +$104K 0.05% 141

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Cornerstone Planning Group's EWU Position: Q4 2024 in Review

Cornerstone Planning Group sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2024, closing a stake of 63 shares — an estimated $2.29K sold.

Cornerstone Planning Group first reported a position in EWU in Q4 2022 and held it in 7 quarters. The position peaked at $116K in Q4 2022. 215 funds tracked by Wall St. Rank hold EWU as of Q4 2024.

  • Cornerstone Planning Group reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 63 iShares MSCI United Kingdom ETF shares in Q4 2024, an estimated $2.29K.
  • Cornerstone Planning Group first reported a position in iShares MSCI United Kingdom ETF in Q4 2022 and held it in 7 quarters.
  • Cornerstone Planning Group's iShares MSCI United Kingdom ETF position peaked at $116K in Q4 2022.
  • 215 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2024.

Based on Cornerstone Planning Group's 13F filing for Q4 2024, filed 29 Jan 2025.