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

Keebeck 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
2023 Q3	–	Sell	-166,000	Closed	-$5.37M	–	259
2023 Q2	$5.37M	Hold	166,000	–	–	0.74%	33
2023 Q1	$5.36M	Hold	166,000	–	–	0.86%	28
2022 Q4	$5.09M	Hold	166,000	–	–	0.89%	27
2022 Q3	$4.35M	Hold	166,000	–	–	0.84%	32
2022 Q2	$4.97M	Sell	166,000 -281	-0.2%	-$9.03K	0.95%	23
2022 Q1	$5.59M	Hold	166,281	–	–	0.93%	25
2021 Q4	$5.51M	Sell	166,281 -3,000	-2%	-$99.1K	0.98%	22
2021 Q3	$5.46M	Hold	169,281	–	–	1.08%	22
2021 Q2	$5.54M	Buy	169,281 +3,000	+2%	+$99.4K	0.8%	32
2021 Q1	$5.21M	Hold	166,281	–	–	0.81%	31
2020 Q4	$4.87M	Buy	+166,281	New	+$4.58M	0.85%	28
2020 Q3	–	Sell	-1,396	Closed	-$35K	–	245
2020 Q2	$35K	Buy	+1,396	New	+$35.3K	0.01%	249
2020 Q1	–	Sell	-12,677	Closed	-$432K	–	209
2019 Q4	$432K	Buy	+12,677	New	+$412K	0.14%	106

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 $123B AUM 34.51% 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

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

Keebeck Wealth Management's EWU Position: Q3 2023 in Review

Keebeck Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2023, closing a stake of 166,000 shares — an estimated $5.37M sold.

Keebeck Wealth Management first reported a position in EWU in Q4 2019 and held it in 13 quarters. The position peaked at $5.59M in Q1 2022. 221 funds tracked by Wall St. Rank hold EWU as of Q3 2023.

Keebeck Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2023 after selling out during the quarter.
Keebeck Wealth Management sold 166,000 iShares MSCI United Kingdom ETF shares in Q3 2023, an estimated $5.37M.
Keebeck Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2019 and held it in 13 quarters.
Keebeck Wealth Management's iShares MSCI United Kingdom ETF position peaked at $5.59M in Q1 2022.
221 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2023.

Based on Keebeck Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.