U.S. Capital Wealth Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

U.S. Capital Wealth Advisors’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
2022 Q3	–	Sell	-7,925	Closed	-$237K	–	643
2022 Q2	$237K	Hold	7,925	–	–	0.01%	598
2022 Q1	$267K	Sell	7,925 -73,138	-90%	-$2.46M	0.01%	624
2021 Q4	$2.69M	Hold	81,063	–	–	0.11%	208
2021 Q3	$2.61M	Buy	+81,063	New	+$2.66M	0.11%	206

Other funds holding EWU

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

U.S. Capital Wealth Advisors's EWU Position: Q3 2022 in Review

U.S. Capital Wealth Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2022, closing a stake of 7,925 shares — an estimated $237K sold.

U.S. Capital Wealth Advisors first reported a position in EWU in Q3 2021 and held it in 4 quarters. The position peaked at $2.69M in Q4 2021. 224 funds tracked by Wall St. Rank hold EWU as of Q3 2022.

U.S. Capital Wealth Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2022 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 7,925 iShares MSCI United Kingdom ETF shares in Q3 2022, an estimated $237K.
U.S. Capital Wealth Advisors first reported a position in iShares MSCI United Kingdom ETF in Q3 2021 and held it in 4 quarters.
U.S. Capital Wealth Advisors's iShares MSCI United Kingdom ETF position peaked at $2.69M in Q4 2021.
224 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2022.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.