SWM
EWUS icon

Segment Wealth Management’s iShares MSCI United Kingdom Small-Cap ETF EWUS Stock Holding History

Segment Wealth Management’s Portfolio EWUS Stock Details EWUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-77,152
Closed -$2.14M – 197
2020
Q1 		$2.14M Buy
+77,152
New +$2.94M 0.48% 64

Other funds holding EWUS

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KPW
Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RE
RBC Europe London, United Kingdom $2.08B AUM 12.2% 1-Year Est. Return

Segment Wealth Management's EWUS Position: Q2 2020 in Review

Segment Wealth Management sold out of iShares MSCI United Kingdom Small-Cap ETF (EWUS) in Q2 2020, closing a stake of 77,152 shares — an estimated $2.14M sold.

Segment Wealth Management first reported a position in EWUS in Q1 2020 and held it in 1 quarter. The position peaked at $2.14M in Q1 2020. 12 funds tracked by Wall St. Rank hold EWUS as of Q2 2020.

  • Segment Wealth Management reported no remaining iShares MSCI United Kingdom Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Segment Wealth Management sold 77,152 iShares MSCI United Kingdom Small-Cap ETF shares in Q2 2020, an estimated $2.14M.
  • Segment Wealth Management first reported a position in iShares MSCI United Kingdom Small-Cap ETF in Q1 2020 and held it in 1 quarter.
  • Segment Wealth Management's iShares MSCI United Kingdom Small-Cap ETF position peaked at $2.14M in Q1 2020.
  • 12 funds tracked by Wall St. Rank held iShares MSCI United Kingdom Small-Cap ETF as of Q2 2020.

Based on Segment Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.