Kore Private Wealth’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Kore Private Wealth’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 Q3	$1.45M	Buy	55,395 +2,654	+5%	+$77.9K	0.26%	64
2022 Q2	$1.58M	Sell	52,741 -8,284	-14%	-$266K	0.24%	76
2022 Q1	$2.05M	Buy	61,025 +3,062	+5%	+$103K	0.26%	75
2021 Q4	$1.92M	Sell	57,963 -17,749	-23%	-$586K	0.23%	76
2021 Q3	$2.44M	Buy	75,712 +5,310	+8%	+$174K	0.26%	75
2021 Q2	$2.3M	Buy	70,402 +13,187	+23%	+$437K	0.26%	71
2021 Q1	$1.79M	Buy	57,215 +7,716	+16%	+$238K	0.24%	73
2020 Q4	$1.45M	Buy	49,499 +4,804	+11%	+$132K	0.22%	72
2020 Q3	$1.14M	Sell	44,695 -3,287	-7%	-$86.6K	0.22%	77
2020 Q2	$1.24M	Sell	47,982 -9,118	-16%	-$231K	0.25%	70
2020 Q1	$1.36M	Sell	57,100 -15,721	-22%	-$471K	0.33%	64
2019 Q4	$2.48M	Sell	72,821 -1,829	-2%	-$59.5K	0.47%	43
2019 Q3	$2.32M	Buy	74,650 +6,340	+9%	+$198K	0.52%	41
2019 Q2	$2.21M	Sell	68,310 -4,161	-6%	-$137K	0.5%	43
2019 Q1	$2.39M	Buy	72,471 +527	+0.7%	+$16.8K	0.54%	45
2018 Q4	$2.11M	Buy	+71,944	New	+$2.27M	0.58%	43

Other funds holding EWU

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Kore Private Wealth's EWU Position: Q3 2022 in Review

Kore Private Wealth increased its iShares MSCI United Kingdom ETF (EWU) stake by 5% in Q3 2022, buying an estimated $77.9K and bringing the position to 55,395 shares worth $1.45M. The position accounts for 0.26% of the portfolio, ranked #64.

Kore Private Wealth first reported a position in EWU in Q4 2018 and has held it in 16 quarters since. The position peaked at $2.48M in Q4 2019. 224 funds tracked by Wall St. Rank hold EWU as of Q3 2022.

Kore Private Wealth held 55,395 shares of iShares MSCI United Kingdom ETF worth $1.45M as of Q3 2022.
Kore Private Wealth bought 2,654 iShares MSCI United Kingdom ETF shares in Q3 2022, an estimated $77.9K.
iShares MSCI United Kingdom ETF made up 0.26% of Kore Private Wealth's portfolio in Q3 2022, its #64 holding.
Kore Private Wealth first reported a position in iShares MSCI United Kingdom ETF in Q4 2018 and has held it in 16 quarters since.
Kore Private Wealth's iShares MSCI United Kingdom ETF position peaked at $2.48M in Q4 2019.
224 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.