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Wetzel Investment Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-2,401
Closed -$82.1K – 377
2024
Q2 		$82.1K Hold
2,401
– – 0.05% 193
2024
Q1 		$80K Hold
2,401
– – 0.05% 199
2023
Q4 		$79K Buy
+2,401
New +$76.6K 0.05% 200

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Wetzel Investment Advisors's EWU Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2024, closing a stake of 2,401 shares — an estimated $82.1K sold.

Wetzel Investment Advisors first reported a position in EWU in Q4 2023 and held it in 3 quarters. The position peaked at $82.1K in Q2 2024. 214 funds tracked by Wall St. Rank hold EWU as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 2,401 iShares MSCI United Kingdom ETF shares in Q3 2024, an estimated $82.1K.
  • Wetzel Investment Advisors first reported a position in iShares MSCI United Kingdom ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares MSCI United Kingdom ETF position peaked at $82.1K in Q2 2024.
  • 214 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.