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Moss Adams Wealth Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Moss Adams Wealth Advisors’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
-12
Closed -$388 – 151
2023
Q1 		$388 Buy
+12
New +$385 ﹤0.01% 175

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Fidelity Investments
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
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MIS
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UBS Group
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Moss Adams Wealth Advisors's EWU Position: Q2 2023 in Review

Moss Adams Wealth Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2023, closing a stake of 12 shares — an estimated $388 sold.

Moss Adams Wealth Advisors first reported a position in EWU in Q1 2023 and held it in 1 quarter. The position peaked at $388 in Q1 2023. 234 funds tracked by Wall St. Rank hold EWU as of Q2 2023.

  • Moss Adams Wealth Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 12 iShares MSCI United Kingdom ETF shares in Q2 2023, an estimated $388.
  • Moss Adams Wealth Advisors first reported a position in iShares MSCI United Kingdom ETF in Q1 2023 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's iShares MSCI United Kingdom ETF position peaked at $388 in Q1 2023.
  • 234 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.