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United Capital Financial Advisors’s iShares MSCI France ETF EWQ Stock Holding History

United Capital Financial Advisors’s Portfolio EWQ Stock Details EWQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,514
Closed -$212K – 851
2023
Q2 		$212K Hold
5,514
– – ﹤0.01% 841
2023
Q1 		$208K Buy
+5,514
New +$201K ﹤0.01% 922
2022
Q1 		– Sell
-5,554
Closed -$216K – 1176
2021
Q4 		$216K Hold
5,554
– – ﹤0.01% 1125
2021
Q3 		$207K Hold
5,554
– – ﹤0.01% 1135
2021
Q2 		$210K Buy
+5,554
New +$210K ﹤0.01% 1149
2020
Q2 		– Sell
-10,707
Closed -$251K – 1205
2020
Q1 		$251K Sell
10,707
-3,607
-25% -$106K ﹤0.01% 1014
2019
Q4 		$468K Buy
14,314
+6
+0% +$188 ﹤0.01% 1015
2019
Q3 		$431K Sell
14,308
-306
-2% -$9.14K ﹤0.01% 988
2019
Q2 		$448K Sell
14,614
-367
-2% -$11.1K ﹤0.01% 1080
2019
Q1 		$441K Sell
14,981
-4,462
-23% -$127K ﹤0.01% 1018
2018
Q4 		$512K Sell
19,443
-6,720
-26% -$190K ﹤0.01% 912
2018
Q3 		$821K Sell
26,163
-5,069
-16% -$158K 0.01% 833
2018
Q2 		$953K Sell
31,232
-745
-2% -$23.9K 0.01% 776
2018
Q1 		$1M Sell
31,977
-3,003
-9% -$96.2K 0.01% 773
2017
Q4 		$1.09M Sell
34,980
-3,685
-10% -$115K 0.01% 759
2017
Q3 		$1.2M Sell
38,665
-1,025
-3% -$30.5K 0.01% 723
2017
Q2 		$1.14M Sell
39,690
-5,268
-12% -$150K 0.01% 732
2017
Q1 		$1.19M Sell
44,958
-735
-2% -$18.6K 0.01% 701
2016
Q4 		$1.13M Sell
45,693
-6,890
-13% -$165K 0.01% 724
2016
Q3 		$1.27M Buy
52,583
+5,168
+11% +$123K 0.01% 714
2016
Q2 		$1.09M Buy
47,415
+5,270
+13% +$127K 0.01% 714
2016
Q1 		$1.02M Buy
42,145
+10,049
+31% +$233K 0.01% 690
2015
Q4 		$777K Buy
32,096
+5,212
+19% +$131K 0.01% 759
2015
Q3 		$647K Buy
+26,884
New +$688K 0.01% 824

Other funds holding EWQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

United Capital Financial Advisors's EWQ Position: Q3 2023 in Review

United Capital Financial Advisors sold out of iShares MSCI France ETF (EWQ) in Q3 2023, closing a stake of 5,514 shares — an estimated $212K sold.

United Capital Financial Advisors first reported a position in EWQ in Q3 2015 and held it in 24 quarters. The position peaked at $1.27M in Q3 2016. 105 funds tracked by Wall St. Rank hold EWQ as of Q3 2023.

  • United Capital Financial Advisors reported no remaining iShares MSCI France ETF position as of Q3 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,514 iShares MSCI France ETF shares in Q3 2023, an estimated $212K.
  • United Capital Financial Advisors first reported a position in iShares MSCI France ETF in Q3 2015 and held it in 24 quarters.
  • United Capital Financial Advisors's iShares MSCI France ETF position peaked at $1.27M in Q3 2016.
  • 105 funds tracked by Wall St. Rank held iShares MSCI France ETF as of Q3 2023.

Based on United Capital Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.