GIA
GHP Investment Advisors’s iShares MSCI United Kingdom Small-Cap ETF EWUS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-7,762
| Closed | -$269K | – | 986 |
|
2024
Q4 | $269K | Hold |
7,762
| – | – | 0.01% | 355 |
|
2024
Q3 | $307K | Hold |
7,762
| – | – | 0.01% | 336 |
|
2024
Q2 | $276K | Hold |
7,762
| – | – | 0.01% | 342 |
|
2024
Q1 | $273K | Hold |
7,762
| – | – | 0.01% | 350 |
|
2023
Q4 | $269K | Hold |
7,762
| – | – | 0.01% | 350 |
|
2023
Q3 | $230K | Hold |
7,762
| – | – | 0.01% | 355 |
|
2023
Q2 | $258K | Hold |
7,762
| – | – | 0.02% | 349 |
|
2023
Q1 | $250K | Hold |
7,762
| – | – | 0.02% | 351 |
|
2022
Q4 | $240K | Buy |
7,762
+48
| +0.6% | +$1.49K | 0.02% | 355 |
|
2022
Q3 | $200K | Hold |
7,714
| – | – | 0.02% | 353 |
|
2022
Q2 | $244K | Buy |
7,714
+85
| +1% | +$2.69K | 0.02% | 337 |
|
2022
Q1 | $298K | Buy |
7,629
+8
| +0.1% | +$312 | 0.02% | 322 |
|
2021
Q4 | $349K | Buy |
7,621
+1,611
| +27% | +$73.8K | 0.02% | 270 |
|
2021
Q3 | $280K | Hold |
6,010
| – | – | 0.02% | 275 |
|
2021
Q2 | $282K | Hold |
6,010
| – | – | 0.02% | 268 |
|
2021
Q1 | $274K | Buy |
6,010
+20
| +0.3% | +$912 | 0.02% | 267 |
|
2020
Q4 | $253K | Hold |
5,990
| – | – | 0.02% | 263 |
|
2020
Q3 | $201K | Buy |
+5,990
| New | +$201K | 0.02% | 265 |
|