MHS
EWU icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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.