Personal CFO Solutions’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Personal CFO 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
2022 Q1	–	Sell	-7,471	Closed	-$248K	–	483
2021 Q4	$248K	Sell	7,471 -525	-7%	-$17.3K	0.05%	384
2021 Q3	$258K	Sell	7,996 -351	-4%	-$11.5K	0.05%	343
2021 Q2	$273K	Buy	8,347 +458	+6%	+$15.2K	0.06%	317
2021 Q1	$247K	Sell	7,889 -1,067	-12%	-$32.9K	0.05%	318
2020 Q4	$262K	Buy	8,956 +976	+12%	+$26.9K	0.06%	274
2020 Q3	$0	Sell	7,980 -1,035	-11%	-$27.3K	﹤0.01%	202
2020 Q2	$232K	Sell	9,015 -310	-3%	-$7.84K	0.07%	255
2020 Q1	$223K	Sell	9,325 -1,338	-13%	-$40K	0.08%	221
2019 Q4	$364K	Buy	10,663 +2,236	+27%	+$72.7K	0.1%	178
2019 Q3	$265K	Buy	+8,427	New	+$263K	0.11%	219

Other funds holding EWU

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

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

MIS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Personal CFO Solutions's EWU Position: Q1 2022 in Review

Personal CFO Solutions sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2022, closing a stake of 7,471 shares — an estimated $248K sold.

Personal CFO Solutions first reported a position in EWU in Q3 2019 and held it in 10 quarters. The position peaked at $364K in Q4 2019. 249 funds tracked by Wall St. Rank hold EWU as of Q1 2022.

Personal CFO Solutions reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2022 after selling out during the quarter.
Personal CFO Solutions sold 7,471 iShares MSCI United Kingdom ETF shares in Q1 2022, an estimated $248K.
Personal CFO Solutions first reported a position in iShares MSCI United Kingdom ETF in Q3 2019 and held it in 10 quarters.
Personal CFO Solutions's iShares MSCI United Kingdom ETF position peaked at $364K in Q4 2019.
249 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2022.

Based on Personal CFO Solutions's 13F filing for Q1 2022, filed 2 May 2022.