Red Tortoise LLC’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Red Tortoise LLC’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	-2,417	Closed	-$76.5K	–	552
2023 Q3	$76.5K	Hold	2,417	–	–	0.05%	92
2023 Q2	$78.2K	Buy	2,417 +45	+2%	+$1.48K	0.05%	90
2023 Q1	$76.5K	Hold	2,372	–	–	0.05%	88
2022 Q4	$72.7K	Buy	+2,372	New	+$69.6K	0.05%	100
2021 Q4	–	Sell	-2,336	Closed	-$61K	–	213
2021 Q3	$61K	Buy	+2,336	New	+$76.7K	0.05%	97

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

Red Tortoise LLC's EWU Position: Q4 2023 in Review

Red Tortoise LLC sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2023, closing a stake of 2,417 shares — an estimated $76.5K sold.

Red Tortoise LLC first reported a position in EWU in Q3 2021 and held it in 5 quarters. The position peaked at $78.2K in Q2 2023. 232 funds tracked by Wall St. Rank hold EWU as of Q4 2023.

Red Tortoise LLC reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2023 after selling out during the quarter.
Red Tortoise LLC sold 2,417 iShares MSCI United Kingdom ETF shares in Q4 2023, an estimated $76.5K.
Red Tortoise LLC first reported a position in iShares MSCI United Kingdom ETF in Q3 2021 and held it in 5 quarters.
Red Tortoise LLC's iShares MSCI United Kingdom ETF position peaked at $78.2K in Q2 2023.
232 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2023.

Based on Red Tortoise LLC's 13F filing for Q4 2023, filed 31 Jan 2024.