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Kelly Financial Services’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Kelly Financial Services’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
2021
Q4 		– Sell
-320
Closed -$10.3K – 689
2021
Q3 		$10.3K Buy
+320
New +$10.5K 0.01% 326
2020
Q2 		– Sell
-6
Closed -$143 – 609
2020
Q1 		$143 Hold
6
– – ﹤0.01% 543
2019
Q4 		$205 Hold
6
– – ﹤0.01% 529
2019
Q3 		$189 Hold
6
– – ﹤0.01% 515
2019
Q2 		$194 Hold
6
– – ﹤0.01% 471
2019
Q1 		$198 Buy
+6
New +$191 ﹤0.01% 466

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Kelly Financial Services's EWU Position: Q4 2021 in Review

Kelly Financial Services sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2021, closing a stake of 320 shares — an estimated $10.3K sold.

Kelly Financial Services first reported a position in EWU in Q1 2019 and held it in 6 quarters. The position peaked at $10.3K in Q3 2021. 229 funds tracked by Wall St. Rank hold EWU as of Q4 2021.

  • Kelly Financial Services reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2021 after selling out during the quarter.
  • Kelly Financial Services sold 320 iShares MSCI United Kingdom ETF shares in Q4 2021, an estimated $10.3K.
  • Kelly Financial Services first reported a position in iShares MSCI United Kingdom ETF in Q1 2019 and held it in 6 quarters.
  • Kelly Financial Services's iShares MSCI United Kingdom ETF position peaked at $10.3K in Q3 2021.
  • 229 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2021.

Based on Kelly Financial Services's 13F filing for Q4 2021, filed 17 Jul 2024.