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

Oak Family 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
2022 Q3	–	Sell	-73,355	Closed	-$2.2M	–	122
2022 Q2	$2.2M	Sell	73,355 -7,077	-9%	-$227K	1.11%	25
2022 Q1	$2.71M	Sell	80,432 -5,255	-6%	-$177K	1.06%	21
2021 Q4	$2.84M	Sell	85,687 -17,988	-17%	-$594K	1.06%	20
2021 Q3	$3.34M	Sell	103,675 -69,747	-40%	-$2.29M	1.22%	18
2021 Q2	$5.67M	Buy	173,422 +24,557	+16%	+$814K	2.37%	6
2021 Q1	$4.66M	Buy	+148,865	New	+$4.59M	2.02%	8

Other funds holding EWU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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

Oak Family Advisors's EWU Position: Q3 2022 in Review

Oak Family Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2022, closing a stake of 73,355 shares — an estimated $2.2M sold.

Oak Family Advisors first reported a position in EWU in Q1 2021 and held it in 6 quarters. The position peaked at $5.67M in Q2 2021. 224 funds tracked by Wall St. Rank hold EWU as of Q3 2022.

Oak Family Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2022 after selling out during the quarter.
Oak Family Advisors sold 73,355 iShares MSCI United Kingdom ETF shares in Q3 2022, an estimated $2.2M.
Oak Family Advisors first reported a position in iShares MSCI United Kingdom ETF in Q1 2021 and held it in 6 quarters.
Oak Family Advisors's iShares MSCI United Kingdom ETF position peaked at $5.67M in Q2 2021.
224 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2022.

Based on Oak Family Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.