Financial Gravity Asset Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-2	Closed	-$59	–	1538
2024 Q1	$59	Hold	2	–	–	﹤0.01%	1038
2023 Q4	$57	Buy	+2	New	+$64	﹤0.01%	1128
2021 Q3	$32K	Hold	2	–	–	0.02%	691
2021 Q2	$33K	Buy	+2	New	+$66	0.01%	686
2019 Q4	$118K	Sell	2,499 -251	-9%	-$8.17K	0.08%	257
2019 Q3	$86K	Buy	2,750 +2	+0.1%	+$62	0.07%	226
2019 Q2	$89K	Buy	2,748 +21	+0.8%	+$691	0.07%	242
2019 Q1	$91K	Buy	+2,727	New	+$86.8K	0.07%	213
2018 Q3	$87K	Sell	2,757 -40	-1%	-$1.37K	0.09%	226
2018 Q2	$95K	Buy	2,797 +2,625	+1,526%	+$94.5K	0.09%	221
2018 Q1	$6K	Buy	+172	New	+$6.13K	0.01%	670

Other funds holding EWU

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Financial Gravity Asset Management's EWU Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2024, closing a stake of 2 shares — an estimated $59 sold.

Financial Gravity Asset Management first reported a position in EWU in Q1 2018 and held it in 11 quarters. The position peaked at $118K in Q4 2019. 216 funds tracked by Wall St. Rank hold EWU as of Q2 2024.

Financial Gravity Asset Management reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 2 iShares MSCI United Kingdom ETF shares in Q2 2024, an estimated $59.
Financial Gravity Asset Management first reported a position in iShares MSCI United Kingdom ETF in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's iShares MSCI United Kingdom ETF position peaked at $118K in Q4 2019.
216 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.