EW
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Evoke Wealth’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Evoke Wealth’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 		– Sell
-611
Closed -$18K – 1199
2022
Q2 		$18K Buy
+611
New +$19.6K ﹤0.01% 664

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $123B AUM 34.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evoke Wealth's EWU Position: Q3 2022 in Review

Evoke Wealth sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2022, closing a stake of 611 shares — an estimated $18K sold.

Evoke Wealth first reported a position in EWU in Q2 2022 and held it in 1 quarter. The position peaked at $18K in Q2 2022. 224 funds tracked by Wall St. Rank hold EWU as of Q3 2022.

  • Evoke Wealth reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2022 after selling out during the quarter.
  • Evoke Wealth sold 611 iShares MSCI United Kingdom ETF shares in Q3 2022, an estimated $18K.
  • Evoke Wealth first reported a position in iShares MSCI United Kingdom ETF in Q2 2022 and held it in 1 quarter.
  • Evoke Wealth's iShares MSCI United Kingdom ETF position peaked at $18K in Q2 2022.
  • 224 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2022.

Based on Evoke Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.