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Eaton Financial Holdings’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Eaton Financial Holdings’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
-13,616
Closed -$509K – 64
2024
Q3 		$509K Buy
+13,616
New +$494K 0.21% 51
2024
Q1 		$488K Sell
14,256
-725
-5% -$23.8K 0.25% 47
2023
Q4 		$495K Sell
14,981
-4,350
-23% -$139K 0.12% 125
2023
Q3 		$612K Hold
19,331
– – 0.16% 115
2023
Q2 		$625K Hold
19,331
– – 0.47% 36
2023
Q1 		$624K Sell
19,331
-37
-0.2% -$1.19K 0.49% 35
2022
Q4 		$594K Buy
+19,368
New +$568K 0.51% 39

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

Eaton Financial Holdings's EWU Position: Q4 2024 in Review

Eaton Financial Holdings sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2024, closing a stake of 13,616 shares — an estimated $509K sold.

Eaton Financial Holdings first reported a position in EWU in Q4 2022 and held it in 7 quarters. The position peaked at $625K in Q2 2023. 215 funds tracked by Wall St. Rank hold EWU as of Q4 2024.

  • Eaton Financial Holdings reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2024 after selling out during the quarter.
  • Eaton Financial Holdings sold 13,616 iShares MSCI United Kingdom ETF shares in Q4 2024, an estimated $509K.
  • Eaton Financial Holdings first reported a position in iShares MSCI United Kingdom ETF in Q4 2022 and held it in 7 quarters.
  • Eaton Financial Holdings's iShares MSCI United Kingdom ETF position peaked at $625K in Q2 2023.
  • 215 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2024.

Based on Eaton Financial Holdings's 13F filing for Q4 2024, filed 10 Feb 2025.