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Visionary Wealth Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Visionary 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
Q2 		– Sell
-15,870
Closed -$534K – 449
2022
Q1 		$534K Buy
15,870
+2,348
+17% +$78.9K 0.04% 242
2021
Q4 		$448K Buy
13,522
+285
+2% +$9.42K 0.04% 246
2021
Q3 		$427K Sell
13,237
-320
-2% -$10.5K 0.04% 205
2021
Q2 		$443K Buy
+13,557
New +$449K 0.04% 212

Other funds holding EWU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Visionary Wealth Advisors's EWU Position: Q2 2022 in Review

Visionary Wealth Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2022, closing a stake of 15,870 shares — an estimated $534K sold.

Visionary Wealth Advisors first reported a position in EWU in Q2 2021 and held it in 4 quarters. The position peaked at $534K in Q1 2022. 242 funds tracked by Wall St. Rank hold EWU as of Q2 2022.

  • Visionary Wealth Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2022 after selling out during the quarter.
  • Visionary Wealth Advisors sold 15,870 iShares MSCI United Kingdom ETF shares in Q2 2022, an estimated $534K.
  • Visionary Wealth Advisors first reported a position in iShares MSCI United Kingdom ETF in Q2 2021 and held it in 4 quarters.
  • Visionary Wealth Advisors's iShares MSCI United Kingdom ETF position peaked at $534K in Q1 2022.
  • 242 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2022.

Based on Visionary Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.