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

Proquility Private Wealth Partners’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
2023 Q4	–	Sell	-164,512	Closed	-$5.21M	–	96
2023 Q3	$5.21M	Sell	164,512 -881	-0.5%	-$28.4K	2.14%	12
2023 Q2	$5.35M	Sell	165,393 -2,614	-2%	-$86.1K	2.09%	11
2023 Q1	$5.42M	Buy	168,007 +8,900	+6%	+$286K	2.15%	10
2022 Q4	$4.88M	Sell	159,107 -13,978	-8%	-$410K	2.01%	14
2022 Q3	$4.54M	Buy	173,085 +674	+0.4%	+$19.8K	2.09%	13
2022 Q2	$5.17M	Sell	172,411 -556	-0.3%	-$17.9K	2.21%	12
2022 Q1	$5.29M	Buy	172,967 +2,873	+2%	+$96.6K	2.21%	13
2021 Q4	$5.89M	Sell	170,094 -7,159	-4%	-$237K	2.07%	13
2021 Q3	$5.72M	Sell	177,253 -2,364	-1%	-$77.6K	2.16%	13
2021 Q2	$5.87M	Sell	179,617 -1,662	-0.9%	-$55.1K	2.21%	12
2021 Q1	$5.68M	Buy	181,279 +110,132	+155%	+$3.4M	2.26%	12
2020 Q4	$2.08M	Buy	+71,147	New	+$1.96M	0.95%	32

Other funds holding EWU

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

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

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

Proquility Private Wealth Partners's EWU Position: Q4 2023 in Review

Proquility Private Wealth Partners sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2023, closing a stake of 164,512 shares — an estimated $5.21M sold.

Proquility Private Wealth Partners first reported a position in EWU in Q4 2020 and held it in 12 quarters. The position peaked at $5.89M in Q4 2021. 232 funds tracked by Wall St. Rank hold EWU as of Q4 2023.

Proquility Private Wealth Partners reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2023 after selling out during the quarter.
Proquility Private Wealth Partners sold 164,512 iShares MSCI United Kingdom ETF shares in Q4 2023, an estimated $5.21M.
Proquility Private Wealth Partners first reported a position in iShares MSCI United Kingdom ETF in Q4 2020 and held it in 12 quarters.
Proquility Private Wealth Partners's iShares MSCI United Kingdom ETF position peaked at $5.89M in Q4 2021.
232 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2023.

Based on Proquility Private Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.