Mutual Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Mutual 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
2024 Q3	–	Sell	-35,242	Closed	-$1.26M	–	1117
2024 Q2	$1.26M	Buy	+35,242	New	+$1.24M	0.04%	408
2024 Q1	–	Sell	-71,689	Closed	-$2.37M	–	1096
2023 Q4	$2.37M	Sell	71,689 -129,000	-64%	-$4.11M	0.08%	231
2023 Q3	$6.35M	Buy	+200,689	New	+$6.47M	0.25%	77
2022 Q4	–	Sell	-54,516	Closed	-$1.43M	–	928
2022 Q3	$1.43M	Buy	+54,516	New	+$1.6M	0.07%	272
2022 Q2	–	Sell	-7,454	Closed	-$251K	–	871
2022 Q1	$251K	Buy	7,454 +1	+0%	+$34	0.01%	762
2021 Q4	$247K	Sell	7,453 -40	-0.5%	-$1.32K	0.01%	790
2021 Q3	$242K	Sell	7,493 -2,361	-24%	-$77.5K	0.01%	774
2021 Q2	$322K	Buy	+9,854	New	+$327K	0.02%	669

Other funds holding EWU

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Mutual Advisors's EWU Position: Q3 2024 in Review

Mutual Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2024, closing a stake of 35,242 shares — an estimated $1.26M sold.

Mutual Advisors first reported a position in EWU in Q2 2021 and held it in 8 quarters. The position peaked at $6.35M in Q3 2023. 214 funds tracked by Wall St. Rank hold EWU as of Q3 2024.

Mutual Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2024 after selling out during the quarter.
Mutual Advisors sold 35,242 iShares MSCI United Kingdom ETF shares in Q3 2024, an estimated $1.26M.
Mutual Advisors first reported a position in iShares MSCI United Kingdom ETF in Q2 2021 and held it in 8 quarters.
Mutual Advisors's iShares MSCI United Kingdom ETF position peaked at $6.35M in Q3 2023.
214 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2024.

Based on Mutual Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.