Cumberland Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Cumberland Advisors’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
2022 Q3	–	Sell	-66,480	Closed	-$1.99M	–	56
2022 Q2	$1.99M	Sell	66,480 -160	-0.2%	-$5.14K	0.66%	28
2022 Q1	$2.24M	Buy	66,640 +14,745	+28%	+$496K	0.52%	30
2021 Q4	$1.72M	Sell	51,895 -345	-0.7%	-$11.4K	0.36%	37
2021 Q3	$1.69M	Buy	52,240 +4,825	+10%	+$158K	0.39%	36
2021 Q2	$1.55M	Buy	+47,415	New	+$1.57M	0.36%	39
2015 Q1	–	Sell	-52,668	Closed	-$1.9M	–	66
2014 Q4	$1.9M	Sell	52,668 -15,397	-23%	-$575K	1.1%	27
2014 Q3	$2.64M	Sell	68,065 -12,760	-16%	-$521K	1.74%	22
2014 Q2	$3.38M	Sell	80,825 -83,690	-51%	-$3.58M	2.16%	17
2014 Q1	$6.78M	Sell	164,515 -25,040	-13%	-$1.03M	3.89%	11
2013 Q4	$7.92M	Buy	189,555 +1,640	+0.9%	+$66.1K	4.41%	5
2013 Q3	$7.37M	Buy	+187,915	New	+$7.14M	4.37%	5

Other funds holding EWU

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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

Cumberland Advisors's EWU Position: Q3 2022 in Review

Cumberland Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2022, closing a stake of 66,480 shares — an estimated $1.99M sold.

Cumberland Advisors first reported a position in EWU in Q3 2013 and held it in 11 quarters. The position peaked at $7.92M in Q4 2013. 223 funds tracked by Wall St. Rank hold EWU as of Q3 2022.

Cumberland Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2022 after selling out during the quarter.
Cumberland Advisors sold 66,480 iShares MSCI United Kingdom ETF shares in Q3 2022, an estimated $1.99M.
Cumberland Advisors first reported a position in iShares MSCI United Kingdom ETF in Q3 2013 and held it in 11 quarters.
Cumberland Advisors's iShares MSCI United Kingdom ETF position peaked at $7.92M in Q4 2013.
223 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2022.

Based on Cumberland Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.