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

Ratio Wealth 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	–	Sell	-34,549	Closed	-$1.09M	–	76
2023 Q3	$1.09M	Buy	34,549 +1,659	+5%	+$53.5K	0.27%	41
2023 Q2	$1.06M	Buy	+32,890	New	+$1.08M	0.26%	39
2022 Q4	$981K	Sell	31,980 -7,871	-20%	-$231K	0.28%	37
2022 Q3	$1.04M	Sell	39,851 -61,198	-61%	-$1.8M	0.34%	35
2022 Q2	$3.03M	Sell	101,049 -3,048	-3%	-$98K	0.98%	25
2022 Q1	$3.5M	Sell	104,097 -127,927	-55%	-$4.3M	1.04%	24
2021 Q4	$7.69M	Buy	232,024 +8,960	+4%	+$296K	2.31%	17
2021 Q3	$7.19M	Buy	223,064 +52,825	+31%	+$1.74M	2.36%	17
2021 Q2	$5.57M	Buy	+170,239	New	+$5.64M	2%	17

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

Ratio Wealth Group's EWU Position: Q4 2023 in Review

Ratio Wealth Group sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2023, closing a stake of 34,549 shares — an estimated $1.09M sold.

Ratio Wealth Group first reported a position in EWU in Q2 2021 and held it in 9 quarters. The position peaked at $7.69M in Q4 2021. 232 funds tracked by Wall St. Rank hold EWU as of Q4 2023.

Ratio Wealth Group reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2023 after selling out during the quarter.
Ratio Wealth Group sold 34,549 iShares MSCI United Kingdom ETF shares in Q4 2023, an estimated $1.09M.
Ratio Wealth Group first reported a position in iShares MSCI United Kingdom ETF in Q2 2021 and held it in 9 quarters.
Ratio Wealth Group's iShares MSCI United Kingdom ETF position peaked at $7.69M in Q4 2021.
232 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2023.

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