Northeast Financial Consultants’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Northeast Financial Consultants’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	–	Sell	-12,000	Closed	-$387K	–	363
2021 Q3	$387K	Hold	12,000	–	–	0.03%	250
2021 Q2	$392K	Hold	12,000	–	–	0.03%	247
2021 Q1	$376K	Buy	12,000 +1,500	+14%	+$46.3K	0.03%	239
2020 Q4	$308K	Buy	+10,500	New	+$289K	0.03%	252
2020 Q1	–	Sell	-7,500	Closed	-$256K	–	284
2019 Q4	$256K	Hold	7,500	–	–	0.02%	254
2019 Q3	$236K	Hold	7,500	–	–	0.02%	276
2019 Q2	$242K	Hold	7,500	–	–	0.02%	273
2019 Q1	$248K	Buy	+7,500	New	+$239K	0.03%	263

Other funds holding EWU

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

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 New York $235B AUM 32.99% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Northeast Financial Consultants's EWU Position: Q4 2021 in Review

Northeast Financial Consultants sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2021, closing a stake of 12,000 shares — an estimated $387K sold.

Northeast Financial Consultants first reported a position in EWU in Q1 2019 and held it in 8 quarters. The position peaked at $392K in Q2 2021. 229 funds tracked by Wall St. Rank hold EWU as of Q4 2021.

Northeast Financial Consultants reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2021 after selling out during the quarter.
Northeast Financial Consultants sold 12,000 iShares MSCI United Kingdom ETF shares in Q4 2021, an estimated $387K.
Northeast Financial Consultants first reported a position in iShares MSCI United Kingdom ETF in Q1 2019 and held it in 8 quarters.
Northeast Financial Consultants's iShares MSCI United Kingdom ETF position peaked at $392K in Q2 2021.
229 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2021.

Based on Northeast Financial Consultants's 13F filing for Q4 2021, filed 11 Feb 2022.