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Selective Wealth Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-20
Closed -$1K – 306
2022
Q3 		$1K Hold
20
– – ﹤0.01% 716
2022
Q2 		$1K Hold
20
– – ﹤0.01% 713
2022
Q1 		$1K Hold
20
– – ﹤0.01% 678
2021
Q4 		$1K Buy
+20
New +$661 ﹤0.01% 626

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
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
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Selective Wealth Management's EWU Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2022, closing a stake of 20 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in EWU in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 242 funds tracked by Wall St. Rank hold EWU as of Q4 2022.

  • Selective Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 20 iShares MSCI United Kingdom ETF shares in Q4 2022, an estimated $1K.
  • Selective Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2021 and held it in 4 quarters.
  • Selective Wealth Management's iShares MSCI United Kingdom ETF position peaked at $1K in Q3 2022.
  • 242 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.