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Optimum Investment Advisors’s iShares MSCI United Kingdom Small-Cap ETF EWUS Stock Holding History

Optimum Investment Advisors’s Portfolio EWUS Stock Details EWUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-900
Closed -$41K – 926
2021
Q1 		$41K Buy
+900
New +$39.8K 0.01% 540

Other funds holding EWUS

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
SFFS
Stonehage Fleming Financial Services St. Helier, Jersey $2.75B AUM 13.81% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Optimum Investment Advisors's EWUS Position: Q2 2021 in Review

Optimum Investment Advisors sold out of iShares MSCI United Kingdom Small-Cap ETF (EWUS) in Q2 2021, closing a stake of 900 shares — an estimated $41K sold.

Optimum Investment Advisors first reported a position in EWUS in Q1 2021 and held it in 1 quarter. The position peaked at $41K in Q1 2021. 35 funds tracked by Wall St. Rank hold EWUS as of Q2 2021.

  • Optimum Investment Advisors reported no remaining iShares MSCI United Kingdom Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 900 iShares MSCI United Kingdom Small-Cap ETF shares in Q2 2021, an estimated $41K.
  • Optimum Investment Advisors first reported a position in iShares MSCI United Kingdom Small-Cap ETF in Q1 2021 and held it in 1 quarter.
  • Optimum Investment Advisors's iShares MSCI United Kingdom Small-Cap ETF position peaked at $41K in Q1 2021.
  • 35 funds tracked by Wall St. Rank held iShares MSCI United Kingdom Small-Cap ETF as of Q2 2021.

Based on Optimum Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.