Morningstar Investment Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Morningstar Investment 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
2021 Q2	–	Sell	-3,426,297	Closed	-$107M	–	44
2021 Q1	$107M	Buy	3,426,297 +158,072	+5%	+$4.87M	10.76%	3
2020 Q4	$95.7M	Sell	3,268,225 -67,549	-2%	-$1.86M	10.76%	2
2020 Q3	$85M	Buy	3,335,774 +179,738	+6%	+$4.73M	10.58%	2
2020 Q2	$81.3M	Sell	3,156,036 -62,129	-2%	-$1.57M	11.22%	3
2020 Q1	$75.8M	Buy	3,218,165 +867,685	+37%	+$26M	13.91%	2
2019 Q4	$80.2M	Buy	2,350,480 +257,413	+12%	+$8.37M	14.71%	2
2019 Q3	$65.7M	Buy	2,093,067 +182,697	+10%	+$5.69M	18.49%	2
2019 Q2	$61.7M	Buy	1,910,370 +693,833	+57%	+$22.8M	19.03%	1
2019 Q1	$40.2M	Buy	1,216,537 +154,675	+15%	+$4.93M	20.22%	1
2018 Q4	$31.2M	Buy	+1,061,862	New	+$33.4M	24.76%	1

Other funds holding EWU

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MIS

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morningstar Investment Management's EWU Position: Q2 2021 in Review

Morningstar Investment Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2021, closing a stake of 3,426,297 shares — an estimated $107M sold.

Morningstar Investment Management first reported a position in EWU in Q4 2018 and held it in 10 quarters. The position peaked at $107M in Q1 2021. 239 funds tracked by Wall St. Rank hold EWU as of Q2 2021.

Morningstar Investment Management reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2021 after selling out during the quarter.
Morningstar Investment Management sold 3,426,297 iShares MSCI United Kingdom ETF shares in Q2 2021, an estimated $107M.
Morningstar Investment Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2018 and held it in 10 quarters.
Morningstar Investment Management's iShares MSCI United Kingdom ETF position peaked at $107M in Q1 2021.
239 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2021.

Based on Morningstar Investment Management's 13F filing for Q2 2021, filed 11 Aug 2021.