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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
-4
Closed -$118 – 1763
2024
Q1 		$118 Hold
4
– – ﹤0.01% 1710
2023
Q4 		$110 Buy
4
+2
+100% +$64 ﹤0.01% 1252
2023
Q3 		$53 Buy
+2
New +$64 ﹤0.01% 1041
2023
Q2 		– Sell
-32
Closed -$56 – 1687
2023
Q1 		$56 Buy
+32
New +$1.03K ﹤0.01% 722
2022
Q4 		– Sell
-52
Closed -$46 – 1459
2022
Q3 		$46 Buy
+52
New +$1.53K ﹤0.01% 670
2022
Q2 		– Sell
-68
Closed -$59 – 771
2022
Q1 		$59 Buy
68
+2
+3% +$67 ﹤0.01% 640
2021
Q4 		$58 Buy
66
+64
+3,200% +$2.12K ﹤0.01% 710
2021
Q3 		$32K Hold
2
– – 0.02% 691
2021
Q2 		$33K Buy
+2
New +$66 0.01% 686
2020
Q2 		– Sell
-32
Closed -$772 – 294
2020
Q1 		$772 Sell
32
-2,467
-99% -$73.8K ﹤0.01% 502
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
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

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 4 shares — an estimated $118 sold.

Financial Gravity Asset Management first reported a position in EWU in Q1 2018 and held it in 17 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 4 iShares MSCI United Kingdom ETF shares in Q2 2024, an estimated $118.
  • Financial Gravity Asset Management first reported a position in iShares MSCI United Kingdom ETF in Q1 2018 and held it in 17 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.