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

Sheets Smith 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
2023
Q4 		– Sell
-300
Closed -$9.49K – 385
2023
Q3 		$9.49K Buy
+300
New +$9.67K ﹤0.01% 454

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TD Asset Management
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sheets Smith Wealth Management's EWU Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2023, closing a stake of 300 shares — an estimated $9.49K sold.

Sheets Smith Wealth Management first reported a position in EWU in Q3 2023 and held it in 1 quarter. The position peaked at $9.49K in Q3 2023. 232 funds tracked by Wall St. Rank hold EWU as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 300 iShares MSCI United Kingdom ETF shares in Q4 2023, an estimated $9.49K.
  • Sheets Smith Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's iShares MSCI United Kingdom ETF position peaked at $9.49K in Q3 2023.
  • 232 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.