M Holdings Securities’s iShares MSCI United Kingdom ETF EWU Stock Holding History

M Holdings Securities’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
2020 Q3	–	Sell	-16,119	Closed	-$415K	–	162
2020 Q2	$415K	Hold	16,119	–	–	0.07%	154
2020 Q1	$385K	Sell	16,119 -2,433	-13%	-$72.8K	0.06%	207
2019 Q4	$633K	Buy	18,552 +171	+0.9%	+$5.56K	0.18%	123
2019 Q3	$578K	Buy	18,381 +1	+0%	+$31	0.18%	127
2019 Q2	$594K	Buy	18,380 +7,879	+75%	+$259K	0.2%	123
2019 Q1	$347K	Buy	+10,501	New	+$334K	0.08%	257

Other funds holding EWU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

MIS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

M Holdings Securities's EWU Position: Q3 2020 in Review

M Holdings Securities sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2020, closing a stake of 16,119 shares — an estimated $415K sold.

M Holdings Securities first reported a position in EWU in Q1 2019 and held it in 6 quarters. The position peaked at $633K in Q4 2019. 161 funds tracked by Wall St. Rank hold EWU as of Q3 2020.

M Holdings Securities reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2020 after selling out during the quarter.
M Holdings Securities sold 16,119 iShares MSCI United Kingdom ETF shares in Q3 2020, an estimated $415K.
M Holdings Securities first reported a position in iShares MSCI United Kingdom ETF in Q1 2019 and held it in 6 quarters.
M Holdings Securities's iShares MSCI United Kingdom ETF position peaked at $633K in Q4 2019.
161 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2020.

Based on M Holdings Securities's 13F filing for Q3 2020, filed 16 Nov 2020.