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Sigma Planning Corp’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-6,504
Closed -$219K – 1335
2022
Q1 		$219K Sell
6,504
-13
-0.2% -$437 0.01% 1204
2021
Q4 		$216K Buy
+6,517
New +$215K 0.01% 1246
2021
Q1 		– Sell
-11,873
Closed -$348K – 1363
2020
Q4 		$348K Buy
+11,873
New +$327K 0.01% 824

Other funds holding EWU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sigma Planning Corp's EWU Position: Q2 2022 in Review

Sigma Planning Corp sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2022, closing a stake of 6,504 shares — an estimated $219K sold.

Sigma Planning Corp first reported a position in EWU in Q4 2020 and held it in 3 quarters. The position peaked at $348K in Q4 2020. 242 funds tracked by Wall St. Rank hold EWU as of Q2 2022.

  • Sigma Planning Corp reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2022 after selling out during the quarter.
  • Sigma Planning Corp sold 6,504 iShares MSCI United Kingdom ETF shares in Q2 2022, an estimated $219K.
  • Sigma Planning Corp first reported a position in iShares MSCI United Kingdom ETF in Q4 2020 and held it in 3 quarters.
  • Sigma Planning Corp's iShares MSCI United Kingdom ETF position peaked at $348K in Q4 2020.
  • 242 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2022.

Based on Sigma Planning Corp's 13F filing for Q2 2022, filed 11 Aug 2022.