Edge Wealth Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Edge Wealth Management’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 Q1	–	Sell	-1,000	Closed	-$33K	–	228
2021 Q4	$33K	Hold	1,000	–	–	0.01%	206
2021 Q3	$32K	Hold	1,000	–	–	0.01%	218
2021 Q2	$33K	Hold	1,000	–	–	0.01%	224
2021 Q1	$31K	Hold	1,000	–	–	0.01%	227
2020 Q4	$29K	Hold	1,000	–	–	0.01%	214
2020 Q3	$25K	Hold	1,000	–	–	0.01%	245
2020 Q2	$26K	Buy	+1,000	New	+$25.3K	﹤0.01%	328

Other funds holding EWU

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Edge Wealth Management's EWU Position: Q1 2022 in Review

Edge Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2022, closing a stake of 1,000 shares — an estimated $33K sold.

Edge Wealth Management first reported a position in EWU in Q2 2020 and held it in 7 quarters. The position peaked at $33K in Q4 2021. 249 funds tracked by Wall St. Rank hold EWU as of Q1 2022.

Edge Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 1,000 iShares MSCI United Kingdom ETF shares in Q1 2022, an estimated $33K.
Edge Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q2 2020 and held it in 7 quarters.
Edge Wealth Management's iShares MSCI United Kingdom ETF position peaked at $33K in Q4 2021.
249 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.