Wellington Management Group’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Wellington Management Group’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
2024 Q3	–	Sell	-9,546	Closed	-$333K	–	1947
2024 Q2	$333K	Sell	9,546 -31,506	-77%	-$1.11M	﹤0.01%	1821
2024 Q1	$1.4M	Sell	41,052 -1,305	-3%	-$42.9K	﹤0.01%	1606
2023 Q4	$1.4M	Sell	42,357 -53,208	-56%	-$1.7M	﹤0.01%	1560
2023 Q3	$3.02M	Buy	95,565 +59,683	+166%	+$1.92M	﹤0.01%	1397
2023 Q2	$1.16M	Sell	35,882 -1,970	-5%	-$64.9K	﹤0.01%	1584
2023 Q1	$1.22M	Hold	37,852	–	–	﹤0.01%	1604
2022 Q4	$1.16M	Buy	+37,852	New	+$1.11M	﹤0.01%	1606
2014 Q1	–	Sell	-203,328	Closed	-$8.49M	–	2171
2013 Q4	$8.49M	Buy	+203,328	New	+$8.19M	﹤0.01%	1294

Other funds holding EWU

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Wellington Management Group's EWU Position: Q3 2024 in Review

Wellington Management Group sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2024, closing a stake of 9,546 shares — an estimated $333K sold.

Wellington Management Group first reported a position in EWU in Q4 2013 and held it in 8 quarters. The position peaked at $8.49M in Q4 2013. 214 funds tracked by Wall St. Rank hold EWU as of Q3 2024.

Wellington Management Group reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2024 after selling out during the quarter.
Wellington Management Group sold 9,546 iShares MSCI United Kingdom ETF shares in Q3 2024, an estimated $333K.
Wellington Management Group first reported a position in iShares MSCI United Kingdom ETF in Q4 2013 and held it in 8 quarters.
Wellington Management Group's iShares MSCI United Kingdom ETF position peaked at $8.49M in Q4 2013.
214 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2024.

Based on Wellington Management Group's 13F filing for Q3 2024, filed 14 Nov 2024.