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Orion Portfolio Solutions’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Orion Portfolio Solutions’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
2023
Q3 		– Sell
-8,591
Closed -$278K – 1633
2023
Q2 		$278K Buy
+8,591
New +$283K ﹤0.01% 1429
2023
Q1 		– Sell
-9,390
Closed -$288K – 1566
2022
Q4 		$288K Sell
9,390
-15,505
-62% -$455K 0.01% 678
2022
Q3 		$652K Sell
24,895
-101,773
-80% -$2.99M 0.03% 339
2022
Q2 		$3.79M Sell
126,668
-3,532
-3% -$114K 0.15% 97
2022
Q1 		$4.38M Sell
130,200
-6,421
-5% -$216K 0.15% 96
2021
Q4 		$4.53M Sell
136,621
-24,449
-15% -$808K 0.15% 95
2021
Q3 		$5.19M Sell
161,070
-9,491
-6% -$312K 0.19% 79
2021
Q2 		$5.58M Sell
170,561
-7,033
-4% -$233K 0.22% 70
2021
Q1 		$5.56M Buy
177,594
+23,518
+15% +$725K 0.24% 64
2020
Q4 		$4.51M Sell
154,076
-81,999
-35% -$2.26M 0.21% 77
2020
Q3 		$6.02M Buy
236,075
+109,698
+87% +$2.89M 0.31% 54
2020
Q2 		$3.25M Buy
126,377
+41,766
+49% +$1.06M 0.18% 82
2020
Q1 		$2.02M Buy
84,611
+1,363
+2% +$40.8K 0.14% 80
2019
Q4 		$2.84M Buy
+83,248
New +$2.71M 0.22% 71

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Orion Portfolio Solutions's EWU Position: Q3 2023 in Review

Orion Portfolio Solutions sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2023, closing a stake of 8,591 shares — an estimated $278K sold.

Orion Portfolio Solutions first reported a position in EWU in Q4 2019 and held it in 14 quarters. The position peaked at $6.02M in Q3 2020. 221 funds tracked by Wall St. Rank hold EWU as of Q3 2023.

  • Orion Portfolio Solutions reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 8,591 iShares MSCI United Kingdom ETF shares in Q3 2023, an estimated $278K.
  • Orion Portfolio Solutions first reported a position in iShares MSCI United Kingdom ETF in Q4 2019 and held it in 14 quarters.
  • Orion Portfolio Solutions's iShares MSCI United Kingdom ETF position peaked at $6.02M in Q3 2020.
  • 221 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2023.

Based on Orion Portfolio Solutions's 13F filing for Q3 2023, filed 1 Nov 2023.