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TS Financial Group (TSFG)’s iShares MSCI United Kingdom ETF EWU Stock Holding History

TS Financial Group (TSFG)’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
2023
Q4 		– Sell
-4,988
Closed -$158K – 935
2023
Q3 		$158K Sell
4,988
-848
-15% -$27.3K 0.06% 156
2023
Q2 		$189K Buy
5,836
+99
+2% +$3.26K 0.07% 134
2023
Q1 		$185K Sell
5,737
-100
-2% -$3.21K 0.07% 132
2022
Q4 		$179K Buy
5,837
+80
+1% +$2.35K 0.07% 138
2022
Q3 		$151K Hold
5,757
– – 0.07% 139
2022
Q2 		$172K Buy
5,757
+5
+0.1% +$161 0.07% 122
2022
Q1 		$194K Sell
5,752
-45
-0.8% -$1.51K 0.07% 125
2021
Q4 		$192K Buy
5,797
+365
+7% +$12.1K 0.07% 132
2021
Q3 		$175K Buy
5,432
+116
+2% +$3.81K 0.07% 147
2021
Q2 		$174K Buy
5,316
+5,196
+4,330% +$172K 0.07% 148
2021
Q1 		$4K Sell
120
-3,843
-97% -$118K ﹤0.01% 607
2020
Q4 		$116K Sell
3,963
-315
-7% -$8.68K 0.06% 145
2020
Q3 		$109K Buy
4,278
+3,506
+454% +$92.3K 0.06% 133
2020
Q2 		$20K Buy
772
+530
+219% +$13.4K 0.01% 322
2020
Q1 		$6K Sell
242
-52
-18% -$1.56K 0.01% 448
2019
Q4 		$10K Sell
294
-213
-42% -$6.93K 0.01% 426
2019
Q3 		$16K Hold
507
– – 0.01% 337
2019
Q2 		$16K Hold
507
– – 0.01% 328
2019
Q1 		$17K Buy
+507
New +$16.1K 0.01% 320

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TS Financial Group (TSFG)'s EWU Position: Q4 2023 in Review

TS Financial Group (TSFG) sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2023, closing a stake of 4,988 shares — an estimated $158K sold.

TS Financial Group (TSFG) first reported a position in EWU in Q1 2019 and held it in 19 quarters. The position peaked at $194K in Q1 2022. 232 funds tracked by Wall St. Rank hold EWU as of Q4 2023.

  • TS Financial Group (TSFG) reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2023 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 4,988 iShares MSCI United Kingdom ETF shares in Q4 2023, an estimated $158K.
  • TS Financial Group (TSFG) first reported a position in iShares MSCI United Kingdom ETF in Q1 2019 and held it in 19 quarters.
  • TS Financial Group (TSFG)'s iShares MSCI United Kingdom ETF position peaked at $194K in Q1 2022.
  • 232 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2023, filed 24 Jan 2024.