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

Kellett 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
2022
Q2 		– Sell
-258,405
Closed -$8.69M – 61
2022
Q1 		$8.69M Buy
+258,405
New +$8.68M 6.86% 4

Other funds holding EWU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kellett Wealth Advisors's EWU Position: Q2 2022 in Review

Kellett Wealth Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2022, closing a stake of 258,405 shares — an estimated $8.69M sold.

Kellett Wealth Advisors first reported a position in EWU in Q1 2022 and held it in 1 quarter. The position peaked at $8.69M in Q1 2022. 242 funds tracked by Wall St. Rank hold EWU as of Q2 2022.

  • Kellett Wealth Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2022 after selling out during the quarter.
  • Kellett Wealth Advisors sold 258,405 iShares MSCI United Kingdom ETF shares in Q2 2022, an estimated $8.69M.
  • Kellett Wealth Advisors first reported a position in iShares MSCI United Kingdom ETF in Q1 2022 and held it in 1 quarter.
  • Kellett Wealth Advisors's iShares MSCI United Kingdom ETF position peaked at $8.69M in Q1 2022.
  • 242 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2022.

Based on Kellett Wealth Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.