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Next Financial Group’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Next Financial Group’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
Q4 		$247K Buy
7,428
+467
+7% +$15.4K 0.02% 813
2021
Q3 		$224K Buy
6,961
+6,850
+6,171% +$225K 0.02% 786
2021
Q2 		$4K Buy
111
+74
+200% +$2.45K ﹤0.01% 2247
2021
Q1 		$1K Buy
+37
New +$1.14K ﹤0.01% 2402
2019
Q4 		– Sell
-195
Closed -$6K – 2406
2019
Q3 		$6K Hold
195
– – ﹤0.01% 1858
2019
Q2 		$6K Hold
195
– – ﹤0.01% 1826
2019
Q1 		$6K Hold
195
– – ﹤0.01% 1215
2018
Q4 		$6K Buy
+195
New +$6.14K ﹤0.01% 1489
2017
Q1 		– Sell
-129
Closed -$4K – 1990
2016
Q4 		$4K Sell
129
-1
-0.8% -$30 ﹤0.01% 1984
2016
Q3 		$4K Buy
130
+89
+217% +$2.79K ﹤0.01% 1988
2016
Q2 		$1K Hold
41
– – ﹤0.01% 1657
2016
Q1 		$1K Hold
41
– – ﹤0.01% 1624
2015
Q4 		$1K Sell
41
-9
-18% -$306 ﹤0.01% 1676
2015
Q3 		$1K Buy
+50
New +$1.76K ﹤0.01% 1703
2014
Q4 		– Sell
-142
Closed -$6K – 2022
2014
Q3 		$6K Hold
142
– – ﹤0.01% 1973
2014
Q2 		$6K Buy
+142
New +$6.08K ﹤0.01% 878

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Next Financial Group's EWU Position: Q4 2021 in Review

Next Financial Group increased its iShares MSCI United Kingdom ETF (EWU) stake by 6.7% in Q4 2021, buying an estimated $15.4K and bringing the position to 7,428 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #813.

Next Financial Group first reported a position in EWU in Q2 2014 and has held it in 16 quarters since. 229 funds tracked by Wall St. Rank hold EWU as of Q4 2021.

  • Next Financial Group held 7,428 shares of iShares MSCI United Kingdom ETF worth $247K as of Q4 2021.
  • Next Financial Group bought 467 iShares MSCI United Kingdom ETF shares in Q4 2021, an estimated $15.4K.
  • iShares MSCI United Kingdom ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #813 holding.
  • Next Financial Group first reported a position in iShares MSCI United Kingdom ETF in Q2 2014 and has held it in 16 quarters since.
  • 229 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.