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Pasadena Private Wealth’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Pasadena Private Wealth’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
2021
Q3 		– Sell
-152,221
Closed -$4.98M – 101
2021
Q2 		$4.98M Buy
152,221
+144,023
+1,757% +$4.77M 1.7% 16
2021
Q1 		$257K Buy
8,198
+45
+0.6% +$1.39K 0.09% 65
2020
Q4 		$239K Sell
8,153
-1,252
-13% -$34.5K 0.09% 64
2020
Q3 		$240K Buy
9,405
+1,347
+17% +$35.5K 0.09% 60
2020
Q2 		$208K Sell
8,058
-4,526
-36% -$114K 0.08% 61
2020
Q1 		$304K Buy
+12,584
New +$377K 0.13% 55

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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return