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Karpus Investment Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Karpus Investment 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
2023
Q1 		– Sell
-15,650
Closed -$480K – 386
2022
Q4 		$480K Sell
15,650
-182,355
-92% -$5.35M 0.02% 349
2022
Q3 		$5.19M Sell
198,005
-605
-0.3% -$17.8K 0.18% 127
2022
Q2 		$5.95M Buy
198,610
+12,050
+6% +$387K 0.2% 114
2022
Q1 		$6.28M Buy
+186,560
New +$6.27M 0.19% 113
2016
Q1 		– Sell
-66,218
Closed -$2.14M – 196
2015
Q4 		$2.14M Sell
66,218
-62,332
-48% -$2.12M 0.1% 127
2015
Q3 		$4.21M Sell
128,550
-61,274
-32% -$2.16M 0.2% 99
2015
Q2 		$6.93M Sell
189,824
-13,313
-7% -$509K 0.33% 79
2015
Q1 		$7.32M Sell
203,137
-92,622
-31% -$3.4M 0.34% 77
2014
Q4 		$10.7M Sell
295,759
-79,111
-21% -$2.96M 0.51% 60
2014
Q3 		$14.5M Sell
374,870
-15,485
-4% -$632K 0.7% 49
2014
Q2 		$16.3M Sell
390,355
-20,219
-5% -$865K 0.78% 37
2014
Q1 		$16.9M Sell
410,574
-28,766
-7% -$1.19M 0.88% 34
2013
Q4 		$18.3M Buy
439,340
+10,725
+3% +$432K 1.02% 25
2013
Q3 		$16.8M Buy
428,615
+35,686
+9% +$1.36M 1.07% 26
2013
Q2 		$13.9M Buy
+392,929
New +$14.6M 0.97% 28

Other funds holding EWU

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Karpus Investment Management's EWU Position: Q1 2023 in Review

Karpus Investment Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2023, closing a stake of 15,650 shares — an estimated $480K sold.

Karpus Investment Management first reported a position in EWU in Q2 2013 and held it in 15 quarters. The position peaked at $18.3M in Q4 2013. 230 funds tracked by Wall St. Rank hold EWU as of Q1 2023.

  • Karpus Investment Management reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2023 after selling out during the quarter.
  • Karpus Investment Management sold 15,650 iShares MSCI United Kingdom ETF shares in Q1 2023, an estimated $480K.
  • Karpus Investment Management first reported a position in iShares MSCI United Kingdom ETF in Q2 2013 and held it in 15 quarters.
  • Karpus Investment Management's iShares MSCI United Kingdom ETF position peaked at $18.3M in Q4 2013.
  • 230 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2023.

Based on Karpus Investment Management's 13F filing for Q1 2023, filed 11 May 2023.