Envestnet Portfolio Solutions
EWU icon

Envestnet Portfolio Solutions’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		– Sell
-87,220
Closed -$2.98M – 1644
2024
Q1 		$2.98M Sell
87,220
-1,904
-2% -$62.5K 0.01% 524
2023
Q4 		$2.95M Buy
89,124
+390
+0.4% +$12.4K 0.01% 479
2023
Q3 		$2.81M Buy
+88,734
New +$2.86M 0.01% 449

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
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Envestnet Portfolio Solutions's EWU Position: Q2 2024 in Review

Envestnet Portfolio Solutions sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2024, closing a stake of 87,220 shares — an estimated $2.98M sold.

Envestnet Portfolio Solutions first reported a position in EWU in Q3 2023 and held it in 3 quarters. The position peaked at $2.98M in Q1 2024. 216 funds tracked by Wall St. Rank hold EWU as of Q2 2024.

  • Envestnet Portfolio Solutions reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 87,220 iShares MSCI United Kingdom ETF shares in Q2 2024, an estimated $2.98M.
  • Envestnet Portfolio Solutions first reported a position in iShares MSCI United Kingdom ETF in Q3 2023 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's iShares MSCI United Kingdom ETF position peaked at $2.98M in Q1 2024.
  • 216 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2024, filed 16 Jul 2024.