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NWAM LLC’s iShares MSCI United Kingdom ETF EWU Stock Holding History

NWAM LLC’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
2022
Q2 		– Sell
-19,814
Closed -$667K – 526
2022
Q1 		$667K Sell
19,814
-11
-0.1% -$370 0.05% 277
2021
Q4 		$657K Sell
19,825
-225
-1% -$7.43K 0.05% 278
2021
Q3 		$647K Sell
20,050
-6,532
-25% -$215K 0.06% 268
2021
Q2 		$869K Buy
26,582
+50
+0.2% +$1.66K 0.08% 230
2021
Q1 		$831K Buy
26,532
+3,319
+14% +$102K 0.08% 228
2020
Q4 		$680K Sell
23,213
-1,204
-5% -$33.2K 0.08% 225
2020
Q3 		$622K Buy
+24,417
New +$643K 0.1% 156

Other funds holding EWU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NWAM LLC's EWU Position: Q2 2022 in Review

NWAM LLC sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2022, closing a stake of 19,814 shares — an estimated $667K sold.

NWAM LLC first reported a position in EWU in Q3 2020 and held it in 7 quarters. The position peaked at $869K in Q2 2021. 242 funds tracked by Wall St. Rank hold EWU as of Q2 2022.

  • NWAM LLC reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2022 after selling out during the quarter.
  • NWAM LLC sold 19,814 iShares MSCI United Kingdom ETF shares in Q2 2022, an estimated $667K.
  • NWAM LLC first reported a position in iShares MSCI United Kingdom ETF in Q3 2020 and held it in 7 quarters.
  • NWAM LLC's iShares MSCI United Kingdom ETF position peaked at $869K in Q2 2021.
  • 242 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2022.

Based on NWAM LLC's 13F filing for Q2 2022, filed 10 Aug 2022.