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tru Independence’s iShares MSCI United Kingdom ETF EWU Stock Holding History

tru Independence’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
-1,572
Closed -$51K – 238
2021
Q2 		$51K Buy
+1,572
New +$52.1K 0.02% 207
2020
Q3 		– Sell
-1,445
Closed -$37 – 503
2020
Q2 		$37 Buy
+1,445
New +$36.5K 0.01% 417
2020
Q1 		– Sell
-2,148
Closed -$51K – 754
2019
Q4 		$51K Buy
+2,148
New +$69.9K 0.01% 375

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

tru Independence's EWU Position: Q3 2021 in Review

tru Independence sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2021, closing a stake of 1,572 shares — an estimated $51K sold.

tru Independence first reported a position in EWU in Q4 2019 and held it in 3 quarters. The position peaked at $51K in Q2 2021. 231 funds tracked by Wall St. Rank hold EWU as of Q3 2021.

  • tru Independence reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2021 after selling out during the quarter.
  • tru Independence sold 1,572 iShares MSCI United Kingdom ETF shares in Q3 2021, an estimated $51K.
  • tru Independence first reported a position in iShares MSCI United Kingdom ETF in Q4 2019 and held it in 3 quarters.
  • tru Independence's iShares MSCI United Kingdom ETF position peaked at $51K in Q2 2021.
  • 231 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.