MGO Private Wealth’s iShares MSCI United Kingdom ETF EWU Stock Holding History

MGO Private Wealth’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
2023 Q3	–	Sell	-6,184	Closed	-$200K	–	71
2023 Q2	$200K	Sell	6,184 -1,989	-24%	-$65.5K	0.15%	67
2023 Q1	$264K	Sell	8,173 -42,047	-84%	-$1.35M	0.21%	60
2022 Q4	$1.54M	Buy	50,220 +6,297	+14%	+$185K	0.7%	35
2022 Q3	$1.15M	Buy	+43,923	New	+$1.29M	0.55%	33

Other funds holding EWU

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

MIS

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

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

MGO Private Wealth's EWU Position: Q3 2023 in Review

MGO Private Wealth sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2023, closing a stake of 6,184 shares — an estimated $200K sold.

MGO Private Wealth first reported a position in EWU in Q3 2022 and held it in 4 quarters. The position peaked at $1.54M in Q4 2022. 221 funds tracked by Wall St. Rank hold EWU as of Q3 2023.

MGO Private Wealth reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2023 after selling out during the quarter.
MGO Private Wealth sold 6,184 iShares MSCI United Kingdom ETF shares in Q3 2023, an estimated $200K.
MGO Private Wealth first reported a position in iShares MSCI United Kingdom ETF in Q3 2022 and held it in 4 quarters.
MGO Private Wealth's iShares MSCI United Kingdom ETF position peaked at $1.54M in Q4 2022.
221 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2023.

Based on MGO Private Wealth's 13F filing for Q3 2023, filed 1 Nov 2023.