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Moors & Cabot’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Moors & Cabot’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
Q2 		– Sell
-8,555
Closed -$276K – 871
2023
Q1 		$276K Sell
8,555
-500
-6% -$16K 0.02% 639
2022
Q4 		$278K Hold
9,055
– – 0.02% 611
2022
Q3 		$237K Sell
9,055
-550
-6% -$16.2K 0.02% 647
2022
Q2 		$288K Sell
9,605
-1,580
-14% -$50.8K 0.02% 575
2022
Q1 		$376K Buy
11,185
+505
+5% +$17K 0.02% 558
2021
Q4 		$354K Sell
10,680
-350
-3% -$11.6K 0.02% 569
2021
Q3 		$358K Buy
11,030
+820
+8% +$26.9K 0.02% 540
2021
Q2 		$334K Sell
10,210
-690
-6% -$22.9K 0.02% 534
2021
Q1 		$341K Sell
10,900
-2,200
-17% -$67.8K 0.03% 496
2020
Q4 		$386K Sell
13,100
-100
-0.8% -$2.76K 0.03% 451
2020
Q3 		$336K Sell
13,200
-250
-2% -$6.58K 0.03% 440
2020
Q2 		$349K Buy
13,450
+125
+0.9% +$3.16K 0.04% 404
2020
Q1 		$320K Buy
+13,325
New +$399K 0.05% 352

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Moors & Cabot's EWU Position: Q2 2023 in Review

Moors & Cabot sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2023, closing a stake of 8,555 shares — an estimated $276K sold.

Moors & Cabot first reported a position in EWU in Q1 2020 and held it in 13 quarters. The position peaked at $386K in Q4 2020. 234 funds tracked by Wall St. Rank hold EWU as of Q2 2023.

  • Moors & Cabot reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2023 after selling out during the quarter.
  • Moors & Cabot sold 8,555 iShares MSCI United Kingdom ETF shares in Q2 2023, an estimated $276K.
  • Moors & Cabot first reported a position in iShares MSCI United Kingdom ETF in Q1 2020 and held it in 13 quarters.
  • Moors & Cabot's iShares MSCI United Kingdom ETF position peaked at $386K in Q4 2020.
  • 234 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2023.

Based on Moors & Cabot's 13F filing for Q2 2023, filed 10 Aug 2023.