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Lineweaver Wealth Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Lineweaver Wealth Advisors’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
2023
Q4 		– Sell
-17,083
Closed -$541K – 134
2023
Q3 		$541K Sell
17,083
-28,152
-62% -$907K 0.16% 91
2023
Q2 		$1.46M Buy
45,235
+203
+0.5% +$6.69K 0.42% 51
2023
Q1 		$1.45M Buy
+45,032
New +$1.45M 0.45% 50

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Lineweaver Wealth Advisors's EWU Position: Q4 2023 in Review

Lineweaver Wealth Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2023, closing a stake of 17,083 shares — an estimated $541K sold.

Lineweaver Wealth Advisors first reported a position in EWU in Q1 2023 and held it in 3 quarters. The position peaked at $1.46M in Q2 2023. 232 funds tracked by Wall St. Rank hold EWU as of Q4 2023.

  • Lineweaver Wealth Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2023 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 17,083 iShares MSCI United Kingdom ETF shares in Q4 2023, an estimated $541K.
  • Lineweaver Wealth Advisors first reported a position in iShares MSCI United Kingdom ETF in Q1 2023 and held it in 3 quarters.
  • Lineweaver Wealth Advisors's iShares MSCI United Kingdom ETF position peaked at $1.46M in Q2 2023.
  • 232 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2023.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.