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Tortoise Investment Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Tortoise Investment 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
2021
Q3 		– Sell
-330
Closed -$11K – 622
2021
Q2 		$11K Buy
+330
New +$10.9K ﹤0.01% 455
2016
Q1 		– Sell
-150
Closed -$5K – 408
2015
Q4 		$5K Hold
150
– – ﹤0.01% 353
2015
Q3 		$5K Hold
150
– – ﹤0.01% 335
2015
Q2 		$5K Buy
+150
New +$5.74K ﹤0.01% 356

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tortoise Investment Management's EWU Position: Q3 2021 in Review

Tortoise Investment Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2021, closing a stake of 330 shares — an estimated $11K sold.

Tortoise Investment Management first reported a position in EWU in Q2 2015 and held it in 4 quarters. The position peaked at $11K in Q2 2021. 231 funds tracked by Wall St. Rank hold EWU as of Q3 2021.

  • Tortoise Investment Management reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2021 after selling out during the quarter.
  • Tortoise Investment Management sold 330 iShares MSCI United Kingdom ETF shares in Q3 2021, an estimated $11K.
  • Tortoise Investment Management first reported a position in iShares MSCI United Kingdom ETF in Q2 2015 and held it in 4 quarters.
  • Tortoise Investment Management's iShares MSCI United Kingdom ETF position peaked at $11K in Q2 2021.
  • 231 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2021.

Based on Tortoise Investment Management's 13F filing for Q3 2021, filed 4 Nov 2021.