Heritage Wealth Management (Arizona)’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$5.83K	Buy	190 +95	+100%	+$2.79K	﹤0.01%	859
2022 Q3	$2K	Sell	95 -117	-55%	-$3.44K	﹤0.01%	871
2022 Q2	$6.35K	Hold	212	–	–	﹤0.01%	736
2022 Q1	$7K	Buy	+212	New	+$7.13K	﹤0.01%	755
2021 Q3	$3K	Hold	95	–	–	﹤0.01%	778
2021 Q2	$3K	Hold	95	–	–	﹤0.01%	806
2021 Q1	$3K	Buy	+95	New	+$2.93K	﹤0.01%	681

Other funds holding EWU

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

PPFA

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

Heritage Wealth Management (Arizona)'s EWU Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares MSCI United Kingdom ETF (EWU) stake by 100% in Q4 2022, buying an estimated $2.79K and bringing the position to 190 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Heritage Wealth Management (Arizona) first reported a position in EWU in Q1 2021 and has held it in 7 quarters since. The position peaked at $7K in Q1 2022. 242 funds tracked by Wall St. Rank hold EWU as of Q4 2022.

Heritage Wealth Management (Arizona) held 190 shares of iShares MSCI United Kingdom ETF worth $5.83K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 95 iShares MSCI United Kingdom ETF shares in Q4 2022, an estimated $2.79K.
iShares MSCI United Kingdom ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #859 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares MSCI United Kingdom ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s iShares MSCI United Kingdom ETF position peaked at $7K in Q1 2022.
242 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.