ICA Group Wealth Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

ICA Group Wealth 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 Q1	–	Sell	-28	Closed	-$919	–	1380
2023 Q4	$925	Buy	+28	New	+$893	﹤0.01%	1237
2023 Q3	–	Sell	-37	Closed	-$1.2K	–	526
2023 Q2	$1.2K	Buy	+37	New	+$1.22K	﹤0.01%	1182
2023 Q1	–	Sell	-64	Closed	-$1.96K	–	1307
2022 Q4	$1.96K	Buy	+64	New	+$1.88K	﹤0.01%	1109

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

MIS

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

ICA Group Wealth Management's EWU Position: Q1 2024 in Review

ICA Group Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2024, closing a stake of 28 shares — an estimated $919 sold.

ICA Group Wealth Management first reported a position in EWU in Q4 2022 and held it in 3 quarters. The position peaked at $1.96K in Q4 2022. 215 funds tracked by Wall St. Rank hold EWU as of Q1 2024.

ICA Group Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2024 after selling out during the quarter.
ICA Group Wealth Management sold 28 iShares MSCI United Kingdom ETF shares in Q1 2024, an estimated $919.
ICA Group Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2022 and held it in 3 quarters.
ICA Group Wealth Management's iShares MSCI United Kingdom ETF position peaked at $1.96K in Q4 2022.
215 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2024.

Based on ICA Group Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.