Kore Private Wealth’s iShares MSCI United Kingdom Small-Cap ETF EWUS Stock Holding History

Kore Private Wealth’s Portfolio EWUS Stock Details EWUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-6,712	Closed	-$313K	–	360
2021 Q3	$313K	Buy	6,712 +1,494	+29%	+$72.6K	0.03%	322
2021 Q2	$245K	Hold	5,218	–	–	0.03%	347
2021 Q1	$238K	Hold	5,218	–	–	0.03%	315
2020 Q4	$220K	Buy	+5,218	New	+$197K	0.03%	298
2020 Q3	–	Sell	-5,218	Closed	-$165K	–	523
2020 Q2	$165K	Sell	5,218 -472	-8%	-$14.6K	0.03%	260
2020 Q1	$158K	Buy	+5,690	New	+$217K	0.04%	234

Other funds holding EWUS

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SFFS

Stonehage Fleming Financial Services St. Helier, Jersey $2.75B AUM 13.81% 1-Year Est. Return

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Kore Private Wealth's EWUS Position: Q4 2021 in Review

Kore Private Wealth sold out of iShares MSCI United Kingdom Small-Cap ETF (EWUS) in Q4 2021, closing a stake of 6,712 shares — an estimated $313K sold.

Kore Private Wealth first reported a position in EWUS in Q1 2020 and held it in 6 quarters. The position peaked at $313K in Q3 2021. 28 funds tracked by Wall St. Rank hold EWUS as of Q4 2021.

Kore Private Wealth reported no remaining iShares MSCI United Kingdom Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
Kore Private Wealth sold 6,712 iShares MSCI United Kingdom Small-Cap ETF shares in Q4 2021, an estimated $313K.
Kore Private Wealth first reported a position in iShares MSCI United Kingdom Small-Cap ETF in Q1 2020 and held it in 6 quarters.
Kore Private Wealth's iShares MSCI United Kingdom Small-Cap ETF position peaked at $313K in Q3 2021.
28 funds tracked by Wall St. Rank held iShares MSCI United Kingdom Small-Cap ETF as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.