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Leavell Investment Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Leavell Investment 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
2024
Q3 		– Sell
-7,167
Closed -$250K – 539
2024
Q2 		$250K Sell
7,167
-1,040
-13% -$36.6K 0.01% 461
2024
Q1 		$281K Sell
8,207
-9,710
-54% -$319K 0.02% 430
2023
Q4 		$592K Sell
17,917
-3,988
-18% -$127K 0.04% 313
2023
Q3 		$693K Sell
21,905
-10,126
-32% -$326K 0.05% 291
2023
Q2 		$1.04M Sell
32,031
-2,149
-6% -$70.8K 0.07% 238
2023
Q1 		$1.1M Sell
34,180
-1,818
-5% -$58.4K 0.08% 228
2022
Q4 		$1.1M Sell
35,998
-7,250
-17% -$213K 0.08% 222
2022
Q3 		$1.13M Sell
43,248
-5,674
-12% -$167K 0.09% 206
2022
Q2 		$1.47M Buy
48,922
+3,489
+8% +$112K 0.11% 178
2022
Q1 		$1.53M Buy
45,433
+294
+0.7% +$9.88K 0.11% 177
2021
Q4 		$1.49M Buy
+45,139
New +$1.49M 0.1% 186

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Leavell Investment Management's EWU Position: Q3 2024 in Review

Leavell Investment Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2024, closing a stake of 7,167 shares — an estimated $250K sold.

Leavell Investment Management first reported a position in EWU in Q4 2021 and held it in 11 quarters. The position peaked at $1.53M in Q1 2022. 214 funds tracked by Wall St. Rank hold EWU as of Q3 2024.

  • Leavell Investment Management reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2024 after selling out during the quarter.
  • Leavell Investment Management sold 7,167 iShares MSCI United Kingdom ETF shares in Q3 2024, an estimated $250K.
  • Leavell Investment Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2021 and held it in 11 quarters.
  • Leavell Investment Management's iShares MSCI United Kingdom ETF position peaked at $1.53M in Q1 2022.
  • 214 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2024.

Based on Leavell Investment Management's 13F filing for Q3 2024, filed 1 Nov 2024.