Walkner Condon Financial Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
8,798
-250
| -3% | -$9.93K | 0.06% | 201 |
|
|
2025
Q1 | $339K | Sell |
9,048
-993
| -10% | -$37.2K | 0.07% | 191 |
|
|
2024
Q4 | $340K | Buy |
10,041
+1,463
| +17% | +$49.6K | 0.07% | 199 |
|
|
2024
Q3 | $321K | Buy |
8,578
+1,457
| +20% | +$54.5K | 0.07% | 207 |
|
|
2024
Q2 | $248K | Sell |
7,121
-1,531
| -18% | -$53.4K | 0.05% | 220 |
|
|
2024
Q1 | $296K | Hold |
8,652
| – | – | 0.06% | 214 |
|
|
2023
Q4 | $286K | Hold |
8,652
| – | – | 0.07% | 216 |
|
|
2023
Q3 | $274K | Buy |
8,652
+526
| +6% | +$16.6K | 0.07% | 207 |
|
|
2023
Q2 | $263K | Buy |
8,126
+240
| +3% | +$7.76K | 0.07% | 200 |
|
|
2023
Q1 | $254K | Hold |
7,886
| – | – | 0.07% | 195 |
|
|
2022
Q4 | $242K | Buy |
+7,886
| New | +$242K | 0.07% | 198 |
|
|
2022
Q3 | – | Sell |
-7,008
| Closed | -$210K | – | 219 |
|
|
2022
Q2 | $210K | Buy |
7,008
+383
| +6% | +$11.5K | 0.07% | 208 |
|
|
2022
Q1 | $223K | Sell |
6,625
-4,028
| -38% | -$136K | 0.06% | 199 |
|
|
2021
Q4 | $353K | Buy |
10,653
+3
| +0% | +$99 | 0.23% | 90 |
|
|
2021
Q3 | $344K | Buy |
10,650
+1
| +0% | +$32 | 0.17% | 104 |
|
|
2021
Q2 | $350K | Buy |
10,649
+1
| +0% | +$33 | 0.13% | 122 |
|
|
2021
Q1 | $333K | Buy |
10,648
+3,071
| +41% | +$96K | 0.13% | 125 |
|
|
2020
Q4 | $222K | Buy |
+7,577
| New | +$222K | 0.1% | 128 |
|