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TCI Wealth Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

TCI Wealth Advisors’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
Q4 		– Sell
-153
Closed -$4K – 2550
2022
Q3 		$4K Buy
+153
New +$4.49K ﹤0.01% 1593

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

TCI Wealth Advisors's EWU Position: Q4 2022 in Review

TCI Wealth Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2022, closing a stake of 153 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in EWU in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 242 funds tracked by Wall St. Rank hold EWU as of Q4 2022.

  • TCI Wealth Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 153 iShares MSCI United Kingdom ETF shares in Q4 2022, an estimated $4K.
  • TCI Wealth Advisors first reported a position in iShares MSCI United Kingdom ETF in Q3 2022 and held it in 1 quarter.
  • TCI Wealth Advisors's iShares MSCI United Kingdom ETF position peaked at $4K in Q3 2022.
  • 242 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.