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Legacy Capital Group California’s iShares MSCI Belgium ETF EWK Stock Holding History

Legacy Capital Group California’s Portfolio EWK Stock Details EWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-33,130
Closed -$587K – 278
2023
Q2 		$587K Buy
33,130
+12,817
+63% +$237K 0.24% 122
2023
Q1 		$384K Buy
+20,313
New +$376K 0.19% 160

Other funds holding EWK

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EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Legacy Capital Group California's EWK Position: Q3 2023 in Review

Legacy Capital Group California sold out of iShares MSCI Belgium ETF (EWK) in Q3 2023, closing a stake of 33,130 shares — an estimated $587K sold.

Legacy Capital Group California first reported a position in EWK in Q1 2023 and held it in 2 quarters. The position peaked at $587K in Q2 2023. 20 funds tracked by Wall St. Rank hold EWK as of Q3 2023.

  • Legacy Capital Group California reported no remaining iShares MSCI Belgium ETF position as of Q3 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 33,130 iShares MSCI Belgium ETF shares in Q3 2023, an estimated $587K.
  • Legacy Capital Group California first reported a position in iShares MSCI Belgium ETF in Q1 2023 and held it in 2 quarters.
  • Legacy Capital Group California's iShares MSCI Belgium ETF position peaked at $587K in Q2 2023.
  • 20 funds tracked by Wall St. Rank held iShares MSCI Belgium ETF as of Q3 2023.

Based on Legacy Capital Group California's 13F filing for Q3 2023, filed 6 Nov 2023.