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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

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pasadena Private Wealth's EWU Position: Q3 2021 in Review

Pasadena Private Wealth sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2021, closing a stake of 152,221 shares — an estimated $4.98M sold.

Pasadena Private Wealth first reported a position in EWU in Q1 2020 and held it in 6 quarters. The position peaked at $4.98M in Q2 2021. 231 funds tracked by Wall St. Rank hold EWU as of Q3 2021.

  • Pasadena Private Wealth reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2021 after selling out during the quarter.
  • Pasadena Private Wealth sold 152,221 iShares MSCI United Kingdom ETF shares in Q3 2021, an estimated $4.98M.
  • Pasadena Private Wealth first reported a position in iShares MSCI United Kingdom ETF in Q1 2020 and held it in 6 quarters.
  • Pasadena Private Wealth's iShares MSCI United Kingdom ETF position peaked at $4.98M in Q2 2021.
  • 231 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2021.

Based on Pasadena Private Wealth's 13F filing for Q3 2021, filed 9 Nov 2021.