Rice Partnership’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Rice Partnership’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 Q2	–	Sell	-113	Closed	-$3.87K	–	156
2024 Q1	$3.87K	Hold	113	–	–	﹤0.01%	149
2023 Q4	$3.73K	Sell	113 -900	-89%	-$28.7K	﹤0.01%	123
2023 Q3	$32.1K	Hold	1,013	–	–	0.01%	115
2023 Q2	$32.8K	Sell	1,013 -651	-39%	-$21.5K	0.01%	124
2023 Q1	$53.7K	Sell	1,664 -845	-34%	-$27.1K	0.02%	102
2022 Q4	$76.9K	Sell	2,509 -178,176	-99%	-$5.22M	0.02%	93
2022 Q3	$4.74M	Buy	180,685 +32,254	+22%	+$947K	1.52%	22
2022 Q2	$4.45M	Buy	148,431 +10,329	+7%	+$332K	1.56%	23
2022 Q1	$4.65M	Buy	138,102 +23,494	+20%	+$790K	1.34%	27
2021 Q4	$3.8M	Buy	114,608 +10,059	+10%	+$332K	1.08%	28
2021 Q3	$3.37M	Buy	104,549 +10,557	+11%	+$347K	1.07%	27
2021 Q2	$3.07M	Buy	93,992 +46,186	+97%	+$1.53M	0.97%	30
2021 Q1	$1.5M	Buy	+47,806	New	+$1.47M	0.53%	37

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Rice Partnership's EWU Position: Q2 2024 in Review

Rice Partnership sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2024, closing a stake of 113 shares — an estimated $3.87K sold.

Rice Partnership first reported a position in EWU in Q1 2021 and held it in 13 quarters. The position peaked at $4.74M in Q3 2022. 216 funds tracked by Wall St. Rank hold EWU as of Q2 2024.

Rice Partnership reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2024 after selling out during the quarter.
Rice Partnership sold 113 iShares MSCI United Kingdom ETF shares in Q2 2024, an estimated $3.87K.
Rice Partnership first reported a position in iShares MSCI United Kingdom ETF in Q1 2021 and held it in 13 quarters.
Rice Partnership's iShares MSCI United Kingdom ETF position peaked at $4.74M in Q3 2022.
216 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2024.

Based on Rice Partnership's 13F filing for Q2 2024, filed 1 Aug 2024.