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

Lee Financial’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
Q1 		– Sell
-83
Closed -$2.74K – 386
2023
Q4 		$2.74K Hold
83
– – ﹤0.01% 684
2023
Q3 		$2.63K Buy
+83
New +$2.67K ﹤0.01% 631

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Lee Financial's EWU Position: Q1 2024 in Review

Lee Financial sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2024, closing a stake of 83 shares — an estimated $2.74K sold.

Lee Financial first reported a position in EWU in Q3 2023 and held it in 2 quarters. The position peaked at $2.74K in Q4 2023. 215 funds tracked by Wall St. Rank hold EWU as of Q1 2024.

  • Lee Financial reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 83 iShares MSCI United Kingdom ETF shares in Q1 2024, an estimated $2.74K.
  • Lee Financial first reported a position in iShares MSCI United Kingdom ETF in Q3 2023 and held it in 2 quarters.
  • Lee Financial's iShares MSCI United Kingdom ETF position peaked at $2.74K in Q4 2023.
  • 215 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.