OIA
EWU icon

OneDigital Investment Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

OneDigital Investment 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
2024
Q2 		– Sell
-12,292
Closed -$421K – 1377
2024
Q1 		$421K Sell
12,292
-5,918
-32% -$194K 0.01% 801
2023
Q4 		$602K Buy
+18,210
New +$581K 0.01% 649

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

OneDigital Investment Advisors's EWU Position: Q2 2024 in Review

OneDigital Investment Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2024, closing a stake of 12,292 shares — an estimated $421K sold.

OneDigital Investment Advisors first reported a position in EWU in Q4 2023 and held it in 2 quarters. The position peaked at $602K in Q4 2023. 216 funds tracked by Wall St. Rank hold EWU as of Q2 2024.

  • OneDigital Investment Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 12,292 iShares MSCI United Kingdom ETF shares in Q2 2024, an estimated $421K.
  • OneDigital Investment Advisors first reported a position in iShares MSCI United Kingdom ETF in Q4 2023 and held it in 2 quarters.
  • OneDigital Investment Advisors's iShares MSCI United Kingdom ETF position peaked at $602K in Q4 2023.
  • 216 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2024.

Based on OneDigital Investment Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.