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Patriot Financial Group Insurance Agency’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-6,241
Closed -$214K – 495
2024
Q1 		$214K Sell
6,241
-1,983
-24% -$65.1K 0.03% 434
2023
Q4 		$272K Sell
8,224
-566
-6% -$18.1K 0.05% 354
2023
Q3 		$278K Buy
8,790
+902
+11% +$29.1K 0.06% 345
2023
Q2 		$255K Sell
7,888
-5,597
-42% -$184K 0.05% 377
2023
Q1 		$435K Sell
13,485
-3,934
-23% -$126K 0.09% 249
2022
Q4 		$534K Sell
17,419
-5,113
-23% -$150K 0.07% 201
2022
Q3 		$591K Sell
22,532
-3,523
-14% -$103K 0.14% 172
2022
Q2 		$781K Sell
26,055
-412
-2% -$13.2K 0.16% 139
2022
Q1 		$890K Buy
26,467
+1,041
+4% +$35K 0.16% 141
2021
Q4 		$843K Buy
25,426
+791
+3% +$26.1K 0.14% 157
2021
Q3 		$794K Buy
24,635
+2,519
+11% +$82.7K 0.14% 160
2021
Q2 		$723K Buy
22,116
+4,459
+25% +$148K 0.13% 173
2021
Q1 		$553K Buy
17,657
+5,554
+46% +$171K 0.13% 175
2020
Q4 		$354K Buy
12,103
+555
+5% +$15.3K 0.09% 228
2020
Q3 		$294K Buy
11,548
+665
+6% +$17.5K 0.1% 202
2020
Q2 		$280K Buy
10,883
+959
+10% +$24.2K 0.11% 184
2020
Q1 		$237K Buy
9,924
+2,968
+43% +$88.8K 0.11% 189
2019
Q4 		$237K Buy
6,956
+3,165
+83% +$103K 0.09% 198
2019
Q3 		$119K Buy
3,791
+446
+13% +$13.9K 0.05% 283
2019
Q2 		$109K Buy
3,345
+2,321
+227% +$76.4K 0.05% 296
2019
Q1 		$34K Buy
1,024
+145
+16% +$4.62K 0.02% 445
2018
Q4 		$26K Hold
879
– – 0.02% 428
2018
Q3 		$30K Buy
879
+4
+0.5% +$137 0.02% 397
2018
Q2 		$30K Sell
875
-505
-37% -$18.2K 0.03% 232
2018
Q1 		$47K Buy
1,380
+1,067
+341% +$38K 0.03% 327
2017
Q4 		$12K Sell
313
-292
-48% -$10.2K 0.01% 552
2017
Q3 		$21K Sell
605
-1,408
-70% -$47.8K 0.02% 390
2017
Q2 		$67K Buy
2,013
+1,446
+255% +$48.6K 0.07% 200
2017
Q1 		$18K Sell
567
-1,061
-65% -$33.7K 0.02% 378
2016
Q4 		$51K Buy
+1,628
New +$49.6K 0.07% 212

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EWU Position: Q2 2024 in Review

Patriot Financial Group Insurance Agency sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2024, closing a stake of 6,241 shares — an estimated $214K sold.

Patriot Financial Group Insurance Agency first reported a position in EWU in Q4 2016 and held it in 30 quarters. The position peaked at $890K in Q1 2022. 216 funds tracked by Wall St. Rank hold EWU as of Q2 2024.

  • Patriot Financial Group Insurance Agency reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2024 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 6,241 iShares MSCI United Kingdom ETF shares in Q2 2024, an estimated $214K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares MSCI United Kingdom ETF in Q4 2016 and held it in 30 quarters.
  • Patriot Financial Group Insurance Agency's iShares MSCI United Kingdom ETF position peaked at $890K in Q1 2022.
  • 216 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2024, filed 26 Jul 2024.