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Provence Wealth Management Group’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Provence Wealth Management Group’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 		$7.73K Hold
234
– – ﹤0.01% 322
2023
Q3 		$7.4K Buy
+234
New +$7.54K ﹤0.01% 322

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Provence Wealth Management Group's EWU Position: Q4 2023 in Review

Provence Wealth Management Group held its iShares MSCI United Kingdom ETF (EWU) position steady in Q4 2023 at 234 shares worth $7.73K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Provence Wealth Management Group first reported a position in EWU in Q3 2023 and has held it in 2 quarters since. 232 funds tracked by Wall St. Rank hold EWU as of Q4 2023.

  • Provence Wealth Management Group held 234 shares of iShares MSCI United Kingdom ETF worth $7.73K as of Q4 2023.
  • Provence Wealth Management Group left its iShares MSCI United Kingdom ETF share count unchanged in Q4 2023.
  • iShares MSCI United Kingdom ETF made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #322 holding.
  • Provence Wealth Management Group first reported a position in iShares MSCI United Kingdom ETF in Q3 2023 and has held it in 2 quarters since.
  • 232 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.