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Marks Group Wealth Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Marks Group 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
2020
Q1 		– Sell
-120,243
Closed -$4.1M – 233
2019
Q4 		$4.1M Buy
+120,243
New +$3.91M 0.81% 53

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marks Group Wealth Management's EWU Position: Q1 2020 in Review

Marks Group Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2020, closing a stake of 120,243 shares — an estimated $4.1M sold.

Marks Group Wealth Management first reported a position in EWU in Q4 2019 and held it in 1 quarter. The position peaked at $4.1M in Q4 2019. 175 funds tracked by Wall St. Rank hold EWU as of Q1 2020.

  • Marks Group Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2020 after selling out during the quarter.
  • Marks Group Wealth Management sold 120,243 iShares MSCI United Kingdom ETF shares in Q1 2020, an estimated $4.1M.
  • Marks Group Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2019 and held it in 1 quarter.
  • Marks Group Wealth Management's iShares MSCI United Kingdom ETF position peaked at $4.1M in Q4 2019.
  • 175 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2020.

Based on Marks Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.