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Lumature Wealth Partners’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Lumature Wealth Partners’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
Q4 		– Sell
-32
Closed -$1K – 401
2021
Q3 		$1K Hold
32
– – ﹤0.01% 394
2021
Q2 		$1K Hold
32
– – ﹤0.01% 368
2021
Q1 		$1K Buy
+32
New +$987 ﹤0.01% 340

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Goldman Sachs
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Lumature Wealth Partners's EWU Position: Q4 2021 in Review

Lumature Wealth Partners sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2021, closing a stake of 32 shares — an estimated $1K sold.

Lumature Wealth Partners first reported a position in EWU in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 229 funds tracked by Wall St. Rank hold EWU as of Q4 2021.

  • Lumature Wealth Partners reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2021 after selling out during the quarter.
  • Lumature Wealth Partners sold 32 iShares MSCI United Kingdom ETF shares in Q4 2021, an estimated $1K.
  • Lumature Wealth Partners first reported a position in iShares MSCI United Kingdom ETF in Q1 2021 and held it in 3 quarters.
  • Lumature Wealth Partners's iShares MSCI United Kingdom ETF position peaked at $1K in Q3 2021.
  • 229 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2021.

Based on Lumature Wealth Partners's 13F filing for Q4 2021, filed 10 Feb 2022.