ORG Partners’s iShares MSCI United Kingdom ETF EWU Stock Holding History

ORG Partners’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 Q1	–	Sell	-65	Closed	-$2.15K	–	712
2023 Q4	$2.15K	Buy	+65	New	+$2.07K	﹤0.01%	946
2023 Q3	–	Sell	-99	Closed	-$3.19K	–	1443
2023 Q2	$3.19K	Buy	+99	New	+$3.26K	﹤0.01%	1140

Other funds holding EWU

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

ORG Partners's EWU Position: Q1 2024 in Review

ORG Partners sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2024, closing a stake of 65 shares — an estimated $2.15K sold.

ORG Partners first reported a position in EWU in Q2 2023 and held it in 2 quarters. The position peaked at $3.19K in Q2 2023. 215 funds tracked by Wall St. Rank hold EWU as of Q1 2024.

ORG Partners reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2024 after selling out during the quarter.
ORG Partners sold 65 iShares MSCI United Kingdom ETF shares in Q1 2024, an estimated $2.15K.
ORG Partners first reported a position in iShares MSCI United Kingdom ETF in Q2 2023 and held it in 2 quarters.
ORG Partners's iShares MSCI United Kingdom ETF position peaked at $3.19K in Q2 2023.
215 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2024.

Based on ORG Partners's 13F filing for Q1 2024, filed 6 May 2024.