RPg Family Wealth Advisory’s iShares MSCI United Kingdom ETF EWU Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-9,729	Closed	-$314K	–	114
2023 Q1	$314K	Buy	9,729 +1,494	+18%	+$48K	0.17%	83
2022 Q4	$252K	Sell	8,235 -9,605	-54%	-$282K	0.17%	74
2022 Q3	$516K	Hold	17,840	–	–	0.27%	70
2022 Q2	$534K	Buy	17,840 +20	+0.1%	+$643	0.32%	55
2022 Q1	$599K	Buy	17,820 +218	+1%	+$7.33K	0.26%	65
2021 Q4	$583K	Buy	+17,602	New	+$582K	0.23%	63

Other funds holding EWU

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

Jane Street New York $777B AUM 61.18% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

MIS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RPg Family Wealth Advisory's EWU Position: Q2 2023 in Review

RPg Family Wealth Advisory sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2023, closing a stake of 9,729 shares — an estimated $314K sold.

RPg Family Wealth Advisory first reported a position in EWU in Q4 2021 and held it in 6 quarters. The position peaked at $599K in Q1 2022. 234 funds tracked by Wall St. Rank hold EWU as of Q2 2023.

RPg Family Wealth Advisory reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2023 after selling out during the quarter.
RPg Family Wealth Advisory sold 9,729 iShares MSCI United Kingdom ETF shares in Q2 2023, an estimated $314K.
RPg Family Wealth Advisory first reported a position in iShares MSCI United Kingdom ETF in Q4 2021 and held it in 6 quarters.
RPg Family Wealth Advisory's iShares MSCI United Kingdom ETF position peaked at $599K in Q1 2022.
234 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2023.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2023, filed 9 Aug 2023.