Phoenix Financial’s iShares MSCI United Kingdom Small-Cap ETF EWUS Stock Holding History

Phoenix Financial’s Portfolio EWUS Stock Details EWUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-16,246	Closed	-$758K	–	393
2021 Q3	$758K	Buy	16,246 +2,048	+14%	+$99.5K	0.01%	291
2021 Q2	$666K	Buy	14,198 +1,749	+14%	+$84.3K	0.01%	265
2021 Q1	$567K	Buy	+12,449	New	+$551K	0.01%	307

Other funds holding EWUS

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SFFS

Stonehage Fleming Financial Services St. Helier, Jersey $2.75B AUM 13.81% 1-Year Est. Return

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Phoenix Financial's EWUS Position: Q4 2021 in Review

Phoenix Financial sold out of iShares MSCI United Kingdom Small-Cap ETF (EWUS) in Q4 2021, closing a stake of 16,246 shares — an estimated $758K sold.

Phoenix Financial first reported a position in EWUS in Q1 2021 and held it in 3 quarters. The position peaked at $758K in Q3 2021. 28 funds tracked by Wall St. Rank hold EWUS as of Q4 2021.

Phoenix Financial reported no remaining iShares MSCI United Kingdom Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
Phoenix Financial sold 16,246 iShares MSCI United Kingdom Small-Cap ETF shares in Q4 2021, an estimated $758K.
Phoenix Financial first reported a position in iShares MSCI United Kingdom Small-Cap ETF in Q1 2021 and held it in 3 quarters.
Phoenix Financial's iShares MSCI United Kingdom Small-Cap ETF position peaked at $758K in Q3 2021.
28 funds tracked by Wall St. Rank held iShares MSCI United Kingdom Small-Cap ETF as of Q4 2021.

Based on Phoenix Financial's 13F filing for Q4 2021, filed 7 Feb 2022.