NBT Bank’s iShares MSCI United Kingdom ETF EWU Stock Holding History

NBT Bank’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 Q1	–	Sell	-127	Closed	-$4.2K	–	604
2023 Q4	$4.2K	Buy	+127	New	+$4.05K	﹤0.01%	510

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

NBT Bank's EWU Position: Q1 2024 in Review

NBT Bank sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2024, closing a stake of 127 shares — an estimated $4.2K sold.

NBT Bank first reported a position in EWU in Q4 2023 and held it in 1 quarter. The position peaked at $4.2K in Q4 2023. 215 funds tracked by Wall St. Rank hold EWU as of Q1 2024.

NBT Bank reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2024 after selling out during the quarter.
NBT Bank sold 127 iShares MSCI United Kingdom ETF shares in Q1 2024, an estimated $4.2K.
NBT Bank first reported a position in iShares MSCI United Kingdom ETF in Q4 2023 and held it in 1 quarter.
NBT Bank's iShares MSCI United Kingdom ETF position peaked at $4.2K in Q4 2023.
215 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2024.

Based on NBT Bank's 13F filing for Q1 2024, filed 24 Apr 2024.