HHM Wealth Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

HHM Wealth Advisors’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 Q3	–	Sell	-1,300	Closed	-$39K	–	689
2022 Q2	$39K	Hold	1,300	–	–	0.01%	310
2022 Q1	$44K	Hold	1,300	–	–	0.01%	328
2021 Q4	$43K	Hold	1,300	–	–	0.01%	325
2021 Q3	$42K	Hold	1,300	–	–	0.01%	315
2021 Q2	$43K	Hold	1,300	–	–	0.01%	321
2021 Q1	$41K	Hold	1,300	–	–	0.01%	300
2020 Q4	$38K	Hold	1,300	–	–	0.01%	288
2020 Q3	$33K	Hold	1,300	–	–	0.01%	269
2020 Q2	$33K	Hold	1,300	–	–	0.01%	262
2020 Q1	$31K	Buy	+1,300	New	+$38.9K	0.02%	253

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

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

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

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

MIS

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

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

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

HHM Wealth Advisors's EWU Position: Q3 2022 in Review

HHM Wealth Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2022, closing a stake of 1,300 shares — an estimated $39K sold.

HHM Wealth Advisors first reported a position in EWU in Q1 2020 and held it in 10 quarters. The position peaked at $44K in Q1 2022. 224 funds tracked by Wall St. Rank hold EWU as of Q3 2022.

HHM Wealth Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2022 after selling out during the quarter.
HHM Wealth Advisors sold 1,300 iShares MSCI United Kingdom ETF shares in Q3 2022, an estimated $39K.
HHM Wealth Advisors first reported a position in iShares MSCI United Kingdom ETF in Q1 2020 and held it in 10 quarters.
HHM Wealth Advisors's iShares MSCI United Kingdom ETF position peaked at $44K in Q1 2022.
224 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.