UBP Investment Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

UBP Investment 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
2021 Q4	–	Sell	-16,484	Closed	-$530K	–	103
2021 Q3	$530K	Sell	16,484 -27,154	-62%	-$892K	0.21%	65
2021 Q2	$1.43M	Hold	43,638	–	–	0.53%	42
2021 Q1	$1.37M	Hold	43,638	–	–	0.56%	35
2020 Q4	$1.28M	Hold	43,638	–	–	0.66%	33
2020 Q3	$1.11M	Hold	43,638	–	–	0.86%	27
2020 Q2	$1.12M	Hold	43,638	–	–	0.89%	27
2020 Q1	$1.04M	Hold	43,638	–	–	0.94%	26
2019 Q4	$1.49M	Hold	43,638	–	–	1.17%	25
2019 Q3	$1.37M	Hold	43,638	–	–	1.11%	27
2019 Q2	$1.41M	Hold	43,638	–	–	1.27%	23
2019 Q1	$1.44M	Hold	43,638	–	–	1.35%	21
2018 Q4	$1.28M	Sell	43,638 -31,155	-42%	-$981K	1.36%	20
2018 Q3	$2.55M	Buy	74,793 +1,292	+2%	+$44.1K	2.44%	15
2018 Q2	$2.54M	Sell	73,501 -1,292	-2%	-$46.5K	2.99%	12
2018 Q1	$2.6M	Hold	74,793	–	–	2.8%	13
2017 Q4	$2.68M	Buy	+74,793	New	+$2.61M	3.17%	8

Other funds holding EWU

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

UBP Investment Advisors's EWU Position: Q4 2021 in Review

UBP Investment Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2021, closing a stake of 16,484 shares — an estimated $530K sold.

UBP Investment Advisors first reported a position in EWU in Q4 2017 and held it in 16 quarters. The position peaked at $2.68M in Q4 2017. 229 funds tracked by Wall St. Rank hold EWU as of Q4 2021.

UBP Investment Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2021 after selling out during the quarter.
UBP Investment Advisors sold 16,484 iShares MSCI United Kingdom ETF shares in Q4 2021, an estimated $530K.
UBP Investment Advisors first reported a position in iShares MSCI United Kingdom ETF in Q4 2017 and held it in 16 quarters.
UBP Investment Advisors's iShares MSCI United Kingdom ETF position peaked at $2.68M in Q4 2017.
229 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2021.

Based on UBP Investment Advisors's 13F filing for Q4 2021, filed 15 Feb 2022.