Financial & Tax Architects’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Financial & Tax Architects’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
2023 Q1	–	Sell	-44,551	Closed	-$1.46M	–	79
2022 Q4	$1.46M	Buy	+44,551	New	+$1.31M	0.5%	40
2022 Q3	–	Sell	-30,802	Closed	-$923K	–	69
2022 Q2	$923K	Buy	+30,802	New	+$990K	0.35%	49
2021 Q4	–	Sell	-24,431	Closed	-$788K	–	96
2021 Q3	$788K	Buy	+24,431	New	+$802K	0.36%	68

Other funds holding EWU

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Financial & Tax Architects's EWU Position: Q1 2023 in Review

Financial & Tax Architects sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2023, closing a stake of 44,551 shares — an estimated $1.46M sold.

Financial & Tax Architects first reported a position in EWU in Q3 2021 and held it in 3 quarters. The position peaked at $1.46M in Q4 2022. 230 funds tracked by Wall St. Rank hold EWU as of Q1 2023.

Financial & Tax Architects reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2023 after selling out during the quarter.
Financial & Tax Architects sold 44,551 iShares MSCI United Kingdom ETF shares in Q1 2023, an estimated $1.46M.
Financial & Tax Architects first reported a position in iShares MSCI United Kingdom ETF in Q3 2021 and held it in 3 quarters.
Financial & Tax Architects's iShares MSCI United Kingdom ETF position peaked at $1.46M in Q4 2022.
230 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2023.

Based on Financial & Tax Architects's 13F filing for Q1 2023, filed 27 Apr 2023.