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Holt Capital Partners’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Holt Capital Partners’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
2020
Q3 		– Sell
-7,910
Closed -$204K – 146
2020
Q2 		$204K Sell
7,910
-1,000
-11% -$25.3K 0.06% 135
2020
Q1 		$213K Buy
+8,910
New +$267K 0.07% 120

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MIM
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MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Holt Capital Partners's EWU Position: Q3 2020 in Review

Holt Capital Partners sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2020, closing a stake of 7,910 shares — an estimated $204K sold.

Holt Capital Partners first reported a position in EWU in Q1 2020 and held it in 2 quarters. The position peaked at $213K in Q1 2020. 161 funds tracked by Wall St. Rank hold EWU as of Q3 2020.

  • Holt Capital Partners reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2020 after selling out during the quarter.
  • Holt Capital Partners sold 7,910 iShares MSCI United Kingdom ETF shares in Q3 2020, an estimated $204K.
  • Holt Capital Partners first reported a position in iShares MSCI United Kingdom ETF in Q1 2020 and held it in 2 quarters.
  • Holt Capital Partners's iShares MSCI United Kingdom ETF position peaked at $213K in Q1 2020.
  • 161 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2020.

Based on Holt Capital Partners's 13F filing for Q3 2020, filed 16 Nov 2020.