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Sowell Financial Services’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-1,114
Closed -$37K – 1202
2021
Q1 		$37K Buy
+1,114
New +$34.3K ﹤0.01% 1781
2020
Q3 		– Sell
-41
Closed -$1K – 2577
2020
Q2 		$1K Buy
+41
New +$1.04K ﹤0.01% 2284
2019
Q1 		$415K Buy
+12,567
New +$400K 0.05% 375

Other funds holding EWU

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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sowell Financial Services's EWU Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2021, closing a stake of 1,114 shares — an estimated $37K sold.

Sowell Financial Services first reported a position in EWU in Q1 2019 and held it in 3 quarters. The position peaked at $415K in Q1 2019. 239 funds tracked by Wall St. Rank hold EWU as of Q2 2021.

  • Sowell Financial Services reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,114 iShares MSCI United Kingdom ETF shares in Q2 2021, an estimated $37K.
  • Sowell Financial Services first reported a position in iShares MSCI United Kingdom ETF in Q1 2019 and held it in 3 quarters.
  • Sowell Financial Services's iShares MSCI United Kingdom ETF position peaked at $415K in Q1 2019.
  • 239 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.