UCFA
EWU icon

United Capital Financial Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

United Capital Financial 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
2020
Q4 		– Sell
-27,983
Closed -$713K – 1204
2020
Q3 		$713K Sell
27,983
-183,755
-87% -$4.84M ﹤0.01% 746
2020
Q2 		$5.45M Sell
211,738
-10,164
-5% -$257K 0.04% 337
2020
Q1 		$5.3M Sell
221,902
-314,351
-59% -$9.41M 0.04% 324
2019
Q4 		$18.3M Buy
536,253
+385,246
+255% +$12.5M 0.12% 214
2019
Q3 		$4.75M Sell
151,007
-413,641
-73% -$12.9M 0.03% 423
2019
Q2 		$18.2M Sell
564,648
-18
-0% -$592 0.12% 185
2019
Q1 		$18.6M Buy
564,666
+556,321
+6,667% +$17.7M 0.13% 173
2018
Q4 		$245K Sell
8,345
-227,580
-96% -$7.17M ﹤0.01% 1135
2018
Q3 		$8.05M Sell
235,925
-747,524
-76% -$25.5M 0.06% 345
2018
Q2 		$34.2M Buy
983,449
+83,090
+9% +$2.99M 0.26% 88
2018
Q1 		$31.3M Buy
900,359
+8,745
+1% +$312K 0.24% 98
2017
Q4 		$31.9M Sell
891,614
-126,489
-12% -$4.42M 0.25% 91
2017
Q3 		$35.5M Sell
1,018,103
-9,235
-0.9% -$314K 0.3% 71
2017
Q2 		$34.2M Buy
1,027,338
+158,855
+18% +$5.34M 0.31% 70
2017
Q1 		$28.3M Buy
+868,483
New +$27.6M 0.26% 85
2016
Q3 		– Sell
-12,153
Closed -$365K – 1272
2016
Q2 		$365K Sell
12,153
-327
-3% -$10.4K ﹤0.01% 990
2016
Q1 		$391K Buy
+12,480
New +$378K ﹤0.01% 941

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Financial Advisors's EWU Position: Q4 2020 in Review

United Capital Financial Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2020, closing a stake of 27,983 shares — an estimated $713K sold.

United Capital Financial Advisors first reported a position in EWU in Q1 2016 and held it in 17 quarters. The position peaked at $35.5M in Q3 2017. 184 funds tracked by Wall St. Rank hold EWU as of Q4 2020.

  • United Capital Financial Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 27,983 iShares MSCI United Kingdom ETF shares in Q4 2020, an estimated $713K.
  • United Capital Financial Advisors first reported a position in iShares MSCI United Kingdom ETF in Q1 2016 and held it in 17 quarters.
  • United Capital Financial Advisors's iShares MSCI United Kingdom ETF position peaked at $35.5M in Q3 2017.
  • 184 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2020.

Based on United Capital Financial Advisors's 13F filing for Q4 2020, filed 17 Feb 2021.