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SWMG LLC’s iShares MSCI United Kingdom ETF EWU Stock Holding History

SWMG LLC’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
-8,821
Closed -$302K – 99
2024
Q1 		$302K Sell
8,821
-226
-2% -$7.42K 0.14% 83
2023
Q4 		$299K Sell
9,047
-72
-0.8% -$2.3K 0.14% 79
2023
Q3 		$289K Sell
9,119
-1,805
-17% -$58.2K 0.15% 82
2023
Q2 		$353K Sell
10,924
-904
-8% -$29.8K 0.18% 61
2023
Q1 		$382K Sell
11,828
-703
-6% -$22.6K 0.21% 58
2022
Q4 		$384K Sell
12,531
-17,734
-59% -$520K 0.23% 49
2022
Q3 		$793K Buy
+30,265
New +$889K 0.52% 30
2022
Q1 		$1.78M Sell
52,783
-3,667
-6% -$123K 0.97% 23
2021
Q4 		$1.87M Sell
56,450
-4,176
-7% -$138K 0.99% 24
2021
Q3 		$1.96M Buy
60,626
+677
+1% +$22.2K 1.13% 19
2021
Q2 		$1.96M Sell
59,949
-1,014
-2% -$33.6K 1.15% 23
2021
Q1 		$1.91M Sell
60,963
-834
-1% -$25.7K 1.31% 22
2020
Q4 		$1.83M Buy
+61,797
New +$1.7M 1.34% 18

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

SWMG LLC's EWU Position: Q2 2024 in Review

SWMG LLC sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2024, closing a stake of 8,821 shares — an estimated $302K sold.

SWMG LLC first reported a position in EWU in Q4 2020 and held it in 13 quarters. The position peaked at $1.96M in Q2 2021. 216 funds tracked by Wall St. Rank hold EWU as of Q2 2024.

  • SWMG LLC reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2024 after selling out during the quarter.
  • SWMG LLC sold 8,821 iShares MSCI United Kingdom ETF shares in Q2 2024, an estimated $302K.
  • SWMG LLC first reported a position in iShares MSCI United Kingdom ETF in Q4 2020 and held it in 13 quarters.
  • SWMG LLC's iShares MSCI United Kingdom ETF position peaked at $1.96M in Q2 2021.
  • 216 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2024.

Based on SWMG LLC's 13F filing for Q2 2024, filed 14 Aug 2024.