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H.L. Ormond & Company’s iShares MSCI United Kingdom ETF EWU Stock Holding History

H.L. Ormond & Company’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
2022
Q2 		– Sell
-12,939
Closed -$435K – 91
2022
Q1 		$435K Sell
12,939
-52
-0.4% -$1.75K 0.53% 73
2021
Q4 		$448K Buy
+12,991
New +$429K 0.53% 72

Other funds holding EWU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

H.L. Ormond & Company's EWU Position: Q2 2022 in Review

H.L. Ormond & Company sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2022, closing a stake of 12,939 shares — an estimated $435K sold.

H.L. Ormond & Company first reported a position in EWU in Q4 2021 and held it in 2 quarters. The position peaked at $448K in Q4 2021. 242 funds tracked by Wall St. Rank hold EWU as of Q2 2022.

  • H.L. Ormond & Company reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2022 after selling out during the quarter.
  • H.L. Ormond & Company sold 12,939 iShares MSCI United Kingdom ETF shares in Q2 2022, an estimated $435K.
  • H.L. Ormond & Company first reported a position in iShares MSCI United Kingdom ETF in Q4 2021 and held it in 2 quarters.
  • H.L. Ormond & Company's iShares MSCI United Kingdom ETF position peaked at $448K in Q4 2021.
  • 242 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2022.

Based on H.L. Ormond & Company's 13F filing for Q2 2022, filed 12 Aug 2022.