Whittier Trust’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 | $39.7K | Hold |
1,000
| – | – | ﹤0.01% | 987 |
|
|
2025
Q1 | $37.5K | Sell |
1,000
-1,500
| -60% | -$56.2K | ﹤0.01% | 991 |
|
|
2024
Q4 | $84.7K | Buy |
2,500
+668
| +36% | +$22.6K | ﹤0.01% | 830 |
|
|
2024
Q3 | $68.5K | Buy |
1,832
+832
| +83% | +$31.1K | ﹤0.01% | 873 |
|
|
2024
Q2 | $34.9K | Sell |
1,000
-758
| -43% | -$26.4K | ﹤0.01% | 979 |
|
|
2024
Q1 | $60.1K | Hold |
1,758
| – | – | ﹤0.01% | 896 |
|
|
2023
Q4 | $58.1K | Buy |
1,758
+1,000
| +132% | +$33K | ﹤0.01% | 885 |
|
|
2023
Q3 | $24K | Hold |
758
| – | – | ﹤0.01% | 1080 |
|
|
2023
Q2 | $24.5K | Hold |
758
| – | – | ﹤0.01% | 1075 |
|
|
2023
Q1 | $24.4K | Hold |
758
| – | – | ﹤0.01% | 1114 |
|
|
2022
Q4 | $23.2K | Sell |
758
-3,634
| -83% | -$111K | ﹤0.01% | 1113 |
|
|
2022
Q3 | $115K | Hold |
4,392
| – | – | ﹤0.01% | 762 |
|
|
2022
Q2 | $132K | Hold |
4,392
| – | – | ﹤0.01% | 728 |
|
|
2022
Q1 | $148K | Buy |
4,392
+2,928
| +200% | +$98.7K | ﹤0.01% | 737 |
|
|
2021
Q4 | $48K | Hold |
1,464
| – | – | ﹤0.01% | 983 |
|
|
2021
Q3 | $47K | Hold |
1,464
| – | – | ﹤0.01% | 948 |
|
|
2021
Q2 | $48K | Buy |
+1,464
| New | +$48K | ﹤0.01% | 962 |
|
|
2018
Q4 | – | Sell |
-1,170
| Closed | -$40K | – | 1350 |
|
|
2018
Q3 | $40K | Buy |
+1,170
| New | +$40K | ﹤0.01% | 816 |
|