Quattro Financial Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Quattro Financial Advisors’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 Q1	–	Sell	-33	Closed	-$2.51M	–	82
2023 Q4	$2.51M	Sell	33 -80,142	-100%	-$2.56M	0.87%	28
2023 Q3	$2.54M	Sell	80,175 -1,490	-2%	-$48K	1.1%	25
2023 Q2	$2.64M	Buy	81,665 +34,026	+71%	+$1.12M	1.05%	26
2023 Q1	$1.54M	Buy	+47,639	New	+$1.53M	0.63%	32
2018 Q3	–	Sell	-200	Closed	-$6.97K	–	85
2018 Q2	$6.97K	Buy	+200	New	+$7.2K	﹤0.01%	68
2017 Q4	–	Sell	-130,130	Closed	-$4.5M	–	71
2017 Q3	$4.5M	Buy	+130,130	New	+$4.42M	1.33%	23

Other funds holding EWU

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

MIS

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

Quattro Financial Advisors's EWU Position: Q1 2024 in Review

Quattro Financial Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2024, closing a stake of 33 shares — an estimated $2.51M sold.

Quattro Financial Advisors first reported a position in EWU in Q3 2017 and held it in 6 quarters. The position peaked at $4.5M in Q3 2017. 215 funds tracked by Wall St. Rank hold EWU as of Q1 2024.

Quattro Financial Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2024 after selling out during the quarter.
Quattro Financial Advisors sold 33 iShares MSCI United Kingdom ETF shares in Q1 2024, an estimated $2.51M.
Quattro Financial Advisors first reported a position in iShares MSCI United Kingdom ETF in Q3 2017 and held it in 6 quarters.
Quattro Financial Advisors's iShares MSCI United Kingdom ETF position peaked at $4.5M in Q3 2017.
215 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2024.

Based on Quattro Financial Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.