Gradient Investments’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Gradient Investments’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 Q2	–	Sell	-25	Closed	-$807	–	1806
2023 Q1	$807	Buy	+25	New	+$802	﹤0.01%	1229
2021 Q3	–	Sell	-131	Closed	-$4K	–	1167
2021 Q2	$4K	Buy	131 +99	+309%	+$3.28K	﹤0.01%	905
2021 Q1	$1K	Hold	32	–	–	﹤0.01%	1077
2020 Q4	$1K	Hold	32	–	–	﹤0.01%	1036
2020 Q3	$1K	Hold	32	–	–	﹤0.01%	1041
2020 Q2	$1K	Hold	32	–	–	﹤0.01%	967
2020 Q1	$1K	Hold	32	–	–	﹤0.01%	990
2019 Q4	$1K	Hold	32	–	–	﹤0.01%	1006
2019 Q3	$1K	Sell	32 -139	-81%	-$4.33K	﹤0.01%	992
2019 Q2	$6K	Buy	171 +139	+434%	+$4.57K	﹤0.01%	742
2019 Q1	$1K	Hold	32	–	–	﹤0.01%	788
2018 Q4	$1K	Buy	+32	New	+$1.01K	﹤0.01%	861
2015 Q2	–	Sell	-11	Closed	–	–	648
2015 Q1	$0	Buy	+11	New	+$404	﹤0.01%	664

Other funds holding EWU

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

MIS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gradient Investments's EWU Position: Q2 2023 in Review

Gradient Investments sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2023, closing a stake of 25 shares — an estimated $807 sold.

Gradient Investments first reported a position in EWU in Q1 2015 and held it in 13 quarters. The position peaked at $6K in Q2 2019. 234 funds tracked by Wall St. Rank hold EWU as of Q2 2023.

Gradient Investments reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2023 after selling out during the quarter.
Gradient Investments sold 25 iShares MSCI United Kingdom ETF shares in Q2 2023, an estimated $807.
Gradient Investments first reported a position in iShares MSCI United Kingdom ETF in Q1 2015 and held it in 13 quarters.
Gradient Investments's iShares MSCI United Kingdom ETF position peaked at $6K in Q2 2019.
234 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.