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Dowling & Yahnke’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Dowling & Yahnke’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 		$393K Hold
15,000
– – 0.02% 293
2022
Q2 		$449K Hold
15,000
– – 0.02% 285
2022
Q1 		$505K Hold
15,000
– – 0.02% 279
2021
Q4 		$497K Buy
+15,000
New +$496K 0.02% 279

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
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
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dowling & Yahnke's EWU Position: Q3 2022 in Review

Dowling & Yahnke held its iShares MSCI United Kingdom ETF (EWU) position steady in Q3 2022 at 15,000 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #293.

Dowling & Yahnke first reported a position in EWU in Q4 2021 and has held it in 4 quarters since. The position peaked at $505K in Q1 2022. 223 funds tracked by Wall St. Rank hold EWU as of Q3 2022.

  • Dowling & Yahnke held 15,000 shares of iShares MSCI United Kingdom ETF worth $393K as of Q3 2022.
  • Dowling & Yahnke left its iShares MSCI United Kingdom ETF share count unchanged in Q3 2022.
  • iShares MSCI United Kingdom ETF made up 0.02% of Dowling & Yahnke's portfolio in Q3 2022, its #293 holding.
  • Dowling & Yahnke first reported a position in iShares MSCI United Kingdom ETF in Q4 2021 and has held it in 4 quarters since.
  • Dowling & Yahnke's iShares MSCI United Kingdom ETF position peaked at $505K in Q1 2022.
  • 223 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.