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

JFS 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
2020
Q4 		– Sell
-173
Closed -$4K – 592
2020
Q3 		$4K Buy
+173
New +$4.55K ﹤0.01% 460

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFS Wealth Advisors's EWU Position: Q4 2020 in Review

JFS Wealth Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2020, closing a stake of 173 shares — an estimated $4K sold.

JFS Wealth Advisors first reported a position in EWU in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 184 funds tracked by Wall St. Rank hold EWU as of Q4 2020.

  • JFS Wealth Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2020 after selling out during the quarter.
  • JFS Wealth Advisors sold 173 iShares MSCI United Kingdom ETF shares in Q4 2020, an estimated $4K.
  • JFS Wealth Advisors first reported a position in iShares MSCI United Kingdom ETF in Q3 2020 and held it in 1 quarter.
  • JFS Wealth Advisors's iShares MSCI United Kingdom ETF position peaked at $4K in Q3 2020.
  • 184 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2020.

Based on JFS Wealth Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.