The Family Firm’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 | $460K | Sell |
11,588
-2,007
| -15% | -$79.7K | 0.11% | 80 |
|
|
2025
Q1 | $509K | Buy |
13,595
+1
| +0% | +$37 | 0.11% | 113 |
|
|
2024
Q4 | $461K | Buy |
13,594
+233
| +2% | +$7.9K | 0.1% | 123 |
|
|
2024
Q3 | $500K | Hold |
13,361
| – | – | 0.11% | 117 |
|
|
2024
Q2 | $466K | Buy |
13,361
+208
| +2% | +$7.26K | 0.1% | 118 |
|
|
2024
Q1 | $450K | Hold |
13,153
| – | – | 0.11% | 123 |
|
|
2023
Q4 | $435K | Buy |
13,153
+232
| +2% | +$7.67K | 0.11% | 116 |
|
|
2023
Q3 | $409K | Sell |
12,921
-320
| -2% | -$10.1K | 0.11% | 114 |
|
|
2023
Q2 | $428K | Buy |
13,241
+200
| +2% | +$6.47K | 0.11% | 112 |
|
|
2023
Q1 | $421K | Hold |
13,041
| – | – | 0.12% | 109 |
|
|
2022
Q4 | $400K | Sell |
13,041
-897
| -6% | -$27.5K | 0.12% | 117 |
|
|
2022
Q3 | $365K | Sell |
13,938
-6,205
| -31% | -$162K | 0.12% | 112 |
|
|
2022
Q2 | $603K | Buy |
20,143
+338
| +2% | +$10.1K | 0.18% | 88 |
|
|
2022
Q1 | $666K | Hold |
19,805
| – | – | 0.17% | 85 |
|
|
2021
Q4 | $656K | Sell |
19,805
-209
| -1% | -$6.92K | 0.17% | 85 |
|
|
2021
Q3 | $678K | Sell |
20,014
-3,180
| -14% | -$108K | 0.18% | 80 |
|
|
2021
Q2 | $758K | Buy |
23,194
+1,565
| +7% | +$51.1K | 0.21% | 78 |
|
|
2021
Q1 | $677K | Sell |
21,629
-854
| -4% | -$26.7K | 0.2% | 77 |
|
|
2020
Q4 | $687K | Buy |
22,483
+5,931
| +36% | +$181K | 0.2% | 76 |
|
|
2020
Q3 | $422K | Sell |
16,552
-4,552
| -22% | -$116K | 0.15% | 93 |
|
|
2020
Q2 | $544K | Buy |
21,104
+1,571
| +8% | +$40.5K | 0.2% | 75 |
|
|
2020
Q1 | $466K | Buy |
19,533
+7,276
| +59% | +$174K | 0.2% | 76 |
|
|
2019
Q4 | $418K | Buy |
+12,257
| New | +$418K | 0.14% | 98 |
|