JP Morgan Private Wealth Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

JP Morgan Private 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
2023 Q3	$384K	Sell	12,133 -7,178	-37%	-$231K	﹤0.01%	1356
2023 Q2	$625K	Sell	19,311 -3,829	-17%	-$126K	﹤0.01%	946
2023 Q1	$746K	Buy	23,140 +925	+4%	+$29.7K	﹤0.01%	1308
2022 Q4	$681K	Sell	22,215 -21,743	-49%	-$638K	﹤0.01%	1332
2022 Q3	$1.15M	Sell	43,958 -29,206	-40%	-$858K	﹤0.01%	1067
2022 Q2	$2.19M	Sell	73,164 -800	-1%	-$25.7K	0.01%	812
2022 Q1	$2.49M	Buy	73,964 +39,580	+115%	+$1.33M	0.01%	827
2021 Q4	$1.14M	Buy	34,384 +7,699	+29%	+$254K	﹤0.01%	1176
2021 Q3	$861K	Buy	26,685 +12,547	+89%	+$412K	﹤0.01%	1286
2021 Q2	$462K	Buy	+14,138	New	+$469K	﹤0.01%	1505
2018 Q4	–	Sell	-10,941	Closed	-$373K	–	1496
2018 Q3	$373K	Buy	+10,941	New	+$374K	﹤0.01%	1196
2016 Q2	–	Sell	-9,382	Closed	-$294K	–	1275
2016 Q1	$294K	Buy	+9,382	New	+$284K	﹤0.01%	954
2013 Q4	–	Sell	-9,941	Closed	-$390K	–	684
2013 Q3	$390K	Hold	9,941	–	–	0.01%	470
2013 Q2	$351K	Buy	+9,941	New	+$370K	0.01%	473

Other funds holding EWU

Goldman Sachs New York $871B AUM 31.28% 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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

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

JP Morgan Private Wealth Advisors's EWU Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its iShares MSCI United Kingdom ETF (EWU) stake by 37% in Q3 2023, selling an estimated $231K and leaving 12,133 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

JP Morgan Private Wealth Advisors first reported a position in EWU in Q2 2013 and has held it in 14 quarters since. The position peaked at $2.49M in Q1 2022. 221 funds tracked by Wall St. Rank hold EWU as of Q3 2023.

JP Morgan Private Wealth Advisors held 12,133 shares of iShares MSCI United Kingdom ETF worth $384K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 7,178 iShares MSCI United Kingdom ETF shares in Q3 2023, an estimated $231K.
iShares MSCI United Kingdom ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1356 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares MSCI United Kingdom ETF in Q2 2013 and has held it in 14 quarters since.
JP Morgan Private Wealth Advisors's iShares MSCI United Kingdom ETF position peaked at $2.49M in Q1 2022.
221 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.