H&H Retirement Design & Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

H&H Retirement Design & 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 Q3	–	Sell	-6,068	Closed	-$217K	–	82
2024 Q2	$217K	Hold	6,068	–	–	0.13%	82
2024 Q1	$206K	Sell	6,068 -3,850	-39%	-$126K	0.14%	81
2023 Q4	$321K	Sell	9,918 -1	-0%	-$32	0.2%	50
2023 Q3	$314K	Sell	9,919 -591	-6%	-$19K	0.22%	44
2023 Q2	$346K	Sell	10,510 -8	-0.1%	-$264	0.23%	43
2023 Q1	$353K	Sell	10,518 -78,239	-88%	-$2.51M	0.22%	40
2022 Q4	$2.9M	Buy	88,757 +2,007	+2%	+$58.9K	2.44%	12
2022 Q3	$2.28M	Sell	86,750 -17,298	-17%	-$508K	2.15%	12
2022 Q2	$3.19M	Sell	104,048 -11,874	-10%	-$382K	2.33%	11
2022 Q1	$3.96M	Buy	115,922 +26	+0%	+$874	2.7%	12
2021 Q4	$3.97M	Buy	+115,896	New	+$3.83M	2.51%	12

Other funds holding EWU

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

H&H Retirement Design & Management's EWU Position: Q3 2024 in Review

H&H Retirement Design & Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2024, closing a stake of 6,068 shares — an estimated $217K sold.

H&H Retirement Design & Management first reported a position in EWU in Q4 2021 and held it in 11 quarters. The position peaked at $3.97M in Q4 2021. 214 funds tracked by Wall St. Rank hold EWU as of Q3 2024.

H&H Retirement Design & Management reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2024 after selling out during the quarter.
H&H Retirement Design & Management sold 6,068 iShares MSCI United Kingdom ETF shares in Q3 2024, an estimated $217K.
H&H Retirement Design & Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2021 and held it in 11 quarters.
H&H Retirement Design & Management's iShares MSCI United Kingdom ETF position peaked at $3.97M in Q4 2021.
214 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2024.

Based on H&H Retirement Design & Management's 13F filing for Q3 2024, filed 16 Oct 2024.