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Focused Wealth Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Focused Wealth 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
Q1 		– Sell
-730
Closed -$24.1K – 444
2023
Q4 		$24.1K Sell
730
-44
-6% -$1.4K ﹤0.01% 419
2023
Q3 		$24.5K Sell
774
-226
-23% -$7.28K ﹤0.01% 393
2023
Q2 		$32.3K Buy
1,000
+7
+0.7% +$231 0.01% 359
2023
Q1 		$32K Sell
993
-165
-14% -$5.3K 0.01% 372
2022
Q4 		$35.5K Buy
1,158
+80
+7% +$2.35K 0.01% 348
2022
Q3 		$28K Sell
1,078
-40
-4% -$1.18K 0.01% 342
2022
Q2 		$33K Sell
1,118
-19
-2% -$611 0.01% 330
2022
Q1 		$38K Hold
1,137
– – 0.01% 342
2021
Q4 		$38K Sell
1,137
-117
-9% -$3.87K 0.01% 405
2021
Q3 		$40K Sell
1,254
-96
-7% -$3.15K 0.01% 410
2021
Q2 		$44K Sell
1,350
-78
-5% -$2.59K 0.01% 394
2021
Q1 		$45K Sell
1,428
-100
-7% -$3.08K 0.01% 387
2020
Q4 		$45K Sell
1,528
-16
-1% -$441 0.01% 362
2020
Q3 		$39K Sell
1,544
-23
-1% -$606 0.01% 349
2020
Q2 		$40K Sell
1,567
-447
-22% -$11.3K 0.01% 331
2020
Q1 		$48K Sell
2,014
-61
-3% -$1.83K 0.01% 289
2019
Q4 		$71K Sell
2,075
-44
-2% -$1.43K 0.02% 284
2019
Q3 		$67K Sell
2,119
-457
-18% -$14.2K 0.02% 274
2019
Q2 		$83K Sell
2,576
-976
-27% -$32.1K 0.02% 264
2019
Q1 		$117K Sell
3,552
-1,276
-26% -$40.6K 0.04% 196
2018
Q4 		$142K Sell
4,828
-1,220
-20% -$38.4K 0.05% 169
2018
Q3 		$206K Sell
6,048
-3,360
-36% -$115K 0.07% 142
2018
Q2 		$327K Sell
9,408
-754
-7% -$27.1K 0.11% 103
2018
Q1 		$353K Sell
10,162
-3,276
-24% -$117K 0.11% 103
2017
Q4 		$481K Sell
13,438
-122,819
-90% -$4.29M 0.15% 87
2017
Q3 		$4.75M Sell
136,257
-98,548
-42% -$3.35M 1.58% 15
2017
Q2 		$7.83M Buy
234,805
+7,188
+3% +$241K 2.92% 8
2017
Q1 		$7.41M Buy
227,617
+22,662
+11% +$720K 2.9% 8
2016
Q4 		$6.29M Buy
+204,955
New +$6.24M 2.66% 9
2016
Q3 		– Sell
-137
Closed -$4K – 670
2016
Q2 		$4K Buy
+137
New +$4.35K ﹤0.01% 540

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Focused Wealth Management's EWU Position: Q1 2024 in Review

Focused Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2024, closing a stake of 730 shares — an estimated $24.1K sold.

Focused Wealth Management first reported a position in EWU in Q2 2016 and held it in 30 quarters. The position peaked at $7.83M in Q2 2017. 215 funds tracked by Wall St. Rank hold EWU as of Q1 2024.

  • Focused Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 730 iShares MSCI United Kingdom ETF shares in Q1 2024, an estimated $24.1K.
  • Focused Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q2 2016 and held it in 30 quarters.
  • Focused Wealth Management's iShares MSCI United Kingdom ETF position peaked at $7.83M in Q2 2017.
  • 215 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.