Steward Partners Investment Advisory’s iShares MSCI United Kingdom ETF EWU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $51.8K | Sell |
1,303
-186
| -12% | -$7.39K | ﹤0.01% | 2458 |
|
2025
Q1 | $55.8K | Buy |
1,489
+409
| +38% | +$15.3K | ﹤0.01% | 2326 |
|
2024
Q4 | $36.6K | Hold |
1,080
| – | – | ﹤0.01% | 2503 |
|
2024
Q3 | $40.4K | Buy |
1,080
+109
| +11% | +$4.08K | ﹤0.01% | 2340 |
|
2024
Q2 | $33.9K | Hold |
971
| – | – | ﹤0.01% | 2287 |
|
2024
Q1 | $33.2K | Sell |
971
-6
| -0.6% | -$205 | ﹤0.01% | 2301 |
|
2023
Q4 | $32.3K | Buy |
977
+6
| +0.6% | +$198 | ﹤0.01% | 2157 |
|
2023
Q3 | $30.7K | Hold |
971
| – | – | ﹤0.01% | 2122 |
|
2023
Q2 | $31.4K | Hold |
971
| – | – | ﹤0.01% | 2074 |
|
2023
Q1 | $31.3K | Buy |
971
+465
| +92% | +$15K | ﹤0.01% | 2059 |
|
2022
Q4 | $15.5K | Sell |
506
-18
| -3% | -$552 | ﹤0.01% | 2363 |
|
2022
Q3 | $14K | Sell |
524
-200
| -28% | -$5.34K | ﹤0.01% | 2382 |
|
2022
Q2 | $22K | Buy |
724
+224
| +45% | +$6.81K | ﹤0.01% | 2182 |
|
2022
Q1 | $17K | Hold |
500
| – | – | ﹤0.01% | 2444 |
|
2021
Q4 | $17K | Sell |
500
-103
| -17% | -$3.5K | ﹤0.01% | 2385 |
|
2021
Q3 | $19K | Buy |
603
+382
| +173% | +$12K | ﹤0.01% | 2348 |
|
2021
Q2 | $7K | Sell |
221
-66
| -23% | -$2.09K | ﹤0.01% | 6370 |
|
2021
Q1 | $8.99K | Hold |
287
| – | – | ﹤0.01% | 2824 |
|
2020
Q4 | $8K | Hold |
287
| – | – | ﹤0.01% | 2380 |
|
2020
Q3 | $7K | Hold |
287
| – | – | ﹤0.01% | 2252 |
|
2020
Q2 | $7K | Hold |
287
| – | – | ﹤0.01% | 2159 |
|
2020
Q1 | $6K | Sell |
287
-166
| -37% | -$3.47K | ﹤0.01% | 2020 |
|
2019
Q4 | $15K | Sell |
453
-289
| -39% | -$9.57K | ﹤0.01% | 1858 |
|
2019
Q3 | $23K | Sell |
742
-1,248
| -63% | -$38.7K | ﹤0.01% | 1676 |
|
2019
Q2 | $64K | Buy |
+1,990
| New | +$64K | ﹤0.01% | 1246 |
|
2018
Q4 | – | Sell |
-1,038
| Closed | -$35K | – | 1198 |
|
2018
Q3 | $35K | Hold |
1,038
| – | – | ﹤0.01% | 1329 |
|
2018
Q2 | $36K | Sell |
1,038
-782
| -43% | -$27.1K | ﹤0.01% | 1226 |
|
2018
Q1 | $63K | Buy |
1,820
+782
| +75% | +$27.1K | ﹤0.01% | 917 |
|
2017
Q4 | $37K | Buy |
1,038
+972
| +1,473% | +$34.6K | ﹤0.01% | 929 |
|
2017
Q3 | $2K | Hold |
66
| – | – | ﹤0.01% | 1483 |
|
2017
Q2 | $2K | Hold |
66
| – | – | ﹤0.01% | 1405 |
|
2017
Q1 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 1298 |
|