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Curi RMB Capital’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Curi RMB Capital’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
2020
Q3 		– Sell
-9,700
Closed -$250K – 618
2020
Q2 		$250K Buy
+9,700
New +$245K 0.01% 507
2020
Q1 		– Sell
-29,800
Closed -$1.02M – 690
2019
Q4 		$1.02M Buy
+29,800
New +$969K 0.03% 361

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Curi RMB Capital's EWU Position: Q3 2020 in Review

Curi RMB Capital sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2020, closing a stake of 9,700 shares — an estimated $250K sold.

Curi RMB Capital first reported a position in EWU in Q4 2019 and held it in 2 quarters. The position peaked at $1.02M in Q4 2019. 161 funds tracked by Wall St. Rank hold EWU as of Q3 2020.

  • Curi RMB Capital reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2020 after selling out during the quarter.
  • Curi RMB Capital sold 9,700 iShares MSCI United Kingdom ETF shares in Q3 2020, an estimated $250K.
  • Curi RMB Capital first reported a position in iShares MSCI United Kingdom ETF in Q4 2019 and held it in 2 quarters.
  • Curi RMB Capital's iShares MSCI United Kingdom ETF position peaked at $1.02M in Q4 2019.
  • 161 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2020.

Based on Curi RMB Capital's 13F filing for Q3 2020, filed 10 Nov 2020.