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

Optimum 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
2022 Q2	–	Sell	-2,054	Closed	-$69K	–	853
2022 Q1	$69K	Buy	+2,054	New	+$69K	0.03%	378
2021 Q3	–	Sell	-5,500	Closed	-$180K	–	860
2021 Q2	$180K	Sell	5,500 -500	-8%	-$16.6K	0.06%	274
2021 Q1	$188K	Buy	6,000 +5,164	+618%	+$159K	0.06%	273
2020 Q4	$24K	Buy	836 +9	+1%	+$248	0.01%	600
2020 Q3	$21K	Hold	827	–	–	0.01%	598
2020 Q2	$21K	Buy	827 +13	+2%	+$329	0.01%	596
2020 Q1	$19K	Hold	814	–	–	0.01%	580
2019 Q4	$28K	Sell	814 -713	-47%	-$23.2K	0.01%	618
2019 Q3	$48K	Buy	+1,527	New	+$47.6K	0.02%	523
2019 Q1	–	Sell	-215	Closed	-$6K	–	1009
2018 Q4	$6K	Hold	215	–	–	﹤0.01%	831
2018 Q3	$7K	Hold	215	–	–	﹤0.01%	887
2018 Q2	$7K	Hold	215	–	–	﹤0.01%	890
2018 Q1	$7K	Buy	+215	New	+$7.66K	﹤0.01%	857
2014 Q3	–	Sell	-450	Closed	-$19K	–	934
2014 Q2	$19K	Buy	+450	New	+$19.3K	0.01%	667

Other funds holding EWU

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

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MIS

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

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

Optimum Investment Advisors's EWU Position: Q2 2022 in Review

Optimum Investment Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2022, closing a stake of 2,054 shares — an estimated $69K sold.

Optimum Investment Advisors first reported a position in EWU in Q2 2014 and held it in 14 quarters. The position peaked at $188K in Q1 2021. 242 funds tracked by Wall St. Rank hold EWU as of Q2 2022.

Optimum Investment Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2022 after selling out during the quarter.
Optimum Investment Advisors sold 2,054 iShares MSCI United Kingdom ETF shares in Q2 2022, an estimated $69K.
Optimum Investment Advisors first reported a position in iShares MSCI United Kingdom ETF in Q2 2014 and held it in 14 quarters.
Optimum Investment Advisors's iShares MSCI United Kingdom ETF position peaked at $188K in Q1 2021.
242 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2022.

Based on Optimum Investment Advisors's 13F filing for Q2 2022, filed 12 Jul 2022.