Litman Gregory Wealth Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Litman Gregory Wealth 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
2021 Q2	–	Sell	-1,700	Closed	-$53K	–	102
2021 Q1	$53K	Hold	1,700	–	–	0.01%	97
2020 Q4	$50K	Buy	1,700 +700	+70%	+$19.3K	0.01%	97
2020 Q3	$25K	Sell	1,000 -2,000	-67%	-$52.7K	0.01%	115
2020 Q2	$77K	Buy	3,000 +1,500	+100%	+$37.9K	0.02%	77
2020 Q1	$36K	Buy	1,500 +500	+50%	+$15K	0.01%	94
2019 Q4	$34K	Buy	+1,000	New	+$32.5K	0.01%	106

Other funds holding EWU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Litman Gregory Wealth Management's EWU Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2021, closing a stake of 1,700 shares — an estimated $53K sold.

Litman Gregory Wealth Management first reported a position in EWU in Q4 2019 and held it in 6 quarters. The position peaked at $77K in Q2 2020. 239 funds tracked by Wall St. Rank hold EWU as of Q2 2021.

Litman Gregory Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2021 after selling out during the quarter.
Litman Gregory Wealth Management sold 1,700 iShares MSCI United Kingdom ETF shares in Q2 2021, an estimated $53K.
Litman Gregory Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2019 and held it in 6 quarters.
Litman Gregory Wealth Management's iShares MSCI United Kingdom ETF position peaked at $77K in Q2 2020.
239 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.