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

Spire 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
2024
Q2 		– Sell
-202
Closed -$6.91K – 2268
2024
Q1 		$6.91K Hold
202
– – ﹤0.01% 1837
2023
Q4 		$6.46K Sell
202
-500
-71% -$15.9K ﹤0.01% 1886
2023
Q3 		$22.2K Sell
702
-442
-39% -$14.2K ﹤0.01% 1461
2023
Q2 		$37K Buy
1,144
+197
+21% +$6.49K ﹤0.01% 1334
2023
Q1 		$30.6K Buy
947
+120
+15% +$3.85K ﹤0.01% 1425
2022
Q4 		$25K Buy
827
+500
+153% +$14.7K ﹤0.01% 1273
2022
Q3 		$9K Sell
327
-100
-23% -$2.94K ﹤0.01% 1591
2022
Q2 		$13K Sell
427
-3,487
-89% -$112K ﹤0.01% 1827
2022
Q1 		$132K Sell
3,914
-440
-10% -$14.8K ﹤0.01% 1069
2021
Q4 		$144K Buy
4,354
+762
+21% +$25.2K ﹤0.01% 1247
2021
Q3 		$116K Sell
3,592
-92
-2% -$3.02K ﹤0.01% 1137
2021
Q2 		$120K Buy
3,684
+46
+1% +$1.52K ﹤0.01% 1121
2021
Q1 		$114K Buy
+3,638
New +$112K ﹤0.01% 1349

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Spire Wealth Management's EWU Position: Q2 2024 in Review

Spire Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2024, closing a stake of 202 shares — an estimated $6.91K sold.

Spire Wealth Management first reported a position in EWU in Q1 2021 and held it in 13 quarters. The position peaked at $144K in Q4 2021. 216 funds tracked by Wall St. Rank hold EWU as of Q2 2024.

  • Spire Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 202 iShares MSCI United Kingdom ETF shares in Q2 2024, an estimated $6.91K.
  • Spire Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q1 2021 and held it in 13 quarters.
  • Spire Wealth Management's iShares MSCI United Kingdom ETF position peaked at $144K in Q4 2021.
  • 216 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.