InterOcean Capital Group’s iShares MSCI United Kingdom ETF EWU Stock Holding History

InterOcean Capital Group’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	$11M	Buy	321,629 +32,983	+11%	+$1.08M	0.26%	79
2023 Q4	$9.54M	Sell	288,646 -30,503	-10%	-$973K	0.26%	82
2023 Q3	$10.1M	Buy	319,149 +14,276	+5%	+$460K	0.31%	70
2023 Q2	$9.86M	Sell	304,873 -2,942	-1%	-$97K	0.31%	62
2023 Q1	$9.93M	Buy	307,815 +5,568	+2%	+$179K	0.34%	67
2022 Q4	$9.27M	Sell	302,247 -6,000	-2%	-$176K	0.34%	64
2022 Q3	$8.08M	Buy	308,247 +2,699	+0.9%	+$79.3K	0.33%	64
2022 Q2	$9.15M	Buy	305,548 +7,303	+2%	+$235K	0.37%	59
2022 Q1	$10M	Buy	298,245 +20,780	+7%	+$698K	0.43%	54
2021 Q4	$9.2M	Buy	277,465 +47,690	+21%	+$1.58M	0.4%	52
2021 Q3	$7.41M	Buy	229,775 +26,897	+13%	+$883K	0.37%	53
2021 Q2	$6.63M	Buy	202,878 +164,373	+427%	+$5.45M	0.34%	56
2021 Q1	$1.21M	Buy	+38,505	New	+$1.19M	0.07%	104

Other funds holding EWU

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MIS

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

InterOcean Capital Group's EWU Position: Q1 2024 in Review

InterOcean Capital Group increased its iShares MSCI United Kingdom ETF (EWU) stake by 11% in Q1 2024, buying an estimated $1.08M and bringing the position to 321,629 shares worth $11M. The position accounts for 0.26% of the portfolio, ranked #79.

InterOcean Capital Group first reported a position in EWU in Q1 2021 and has held it in 13 quarters since. 215 funds tracked by Wall St. Rank hold EWU as of Q1 2024.

InterOcean Capital Group held 321,629 shares of iShares MSCI United Kingdom ETF worth $11M as of Q1 2024.
InterOcean Capital Group bought 32,983 iShares MSCI United Kingdom ETF shares in Q1 2024, an estimated $1.08M.
iShares MSCI United Kingdom ETF made up 0.26% of InterOcean Capital Group's portfolio in Q1 2024, its #79 holding.
InterOcean Capital Group first reported a position in iShares MSCI United Kingdom ETF in Q1 2021 and has held it in 13 quarters since.
215 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.