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

Trajan Wealth’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
Q4 		– Sell
-203,090
Closed -$7.6M – 181
2024
Q3 		$7.6M Buy
203,090
+2,512
+1% +$91.1K 0.45% 56
2024
Q2 		$7M Sell
200,578
-3,498
-2% -$123K 0.45% 52
2024
Q1 		$6.98M Buy
+204,076
New +$6.7M 0.47% 51

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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

Trajan Wealth's EWU Position: Q4 2024 in Review

Trajan Wealth sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2024, closing a stake of 203,090 shares — an estimated $7.6M sold.

Trajan Wealth first reported a position in EWU in Q1 2024 and held it in 3 quarters. The position peaked at $7.6M in Q3 2024. 215 funds tracked by Wall St. Rank hold EWU as of Q4 2024.

  • Trajan Wealth reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2024 after selling out during the quarter.
  • Trajan Wealth sold 203,090 iShares MSCI United Kingdom ETF shares in Q4 2024, an estimated $7.6M.
  • Trajan Wealth first reported a position in iShares MSCI United Kingdom ETF in Q1 2024 and held it in 3 quarters.
  • Trajan Wealth's iShares MSCI United Kingdom ETF position peaked at $7.6M in Q3 2024.
  • 215 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2024.

Based on Trajan Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.