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DFPG Investments’s iShares MSCI United Kingdom ETF EWU Stock Holding History

DFPG Investments’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
2023
Q4 		$2.31M Buy
+70,563
New +$2.25M 0.18% 133

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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 $5.28B AUM 21.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DFPG Investments's EWU Position: Q4 2023 in Review

DFPG Investments opened a new position in iShares MSCI United Kingdom ETF (EWU) in Q4 2023: 70,563 shares worth $2.31M. The stake represents 0.18% of the portfolio and ranks #133 among its holdings.

232 funds tracked by Wall St. Rank hold EWU as of Q4 2023.

  • DFPG Investments held 70,563 shares of iShares MSCI United Kingdom ETF worth $2.31M as of Q4 2023.
  • iShares MSCI United Kingdom ETF was a new DFPG Investments position in Q4 2023.
  • iShares MSCI United Kingdom ETF made up 0.18% of DFPG Investments's portfolio in Q4 2023, its #133 holding.
  • 232 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.