Zurich Insurance Group’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Zurich Insurance 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
2023 Q2	–	Sell	-37,379	Closed	-$1.24M	–	253
2023 Q1	$1.24M	Sell	37,379 -31,395	-46%	-$1.01M	0.02%	201
2022 Q4	$1.79M	Sell	68,774 -16,919	-20%	-$496K	0.03%	129
2022 Q3	$2.23M	Sell	85,693 -6,422	-7%	-$189K	0.03%	124
2022 Q2	$2.76M	Buy	92,115 +26,235	+40%	+$843K	0.04%	132
2022 Q1	$2.22M	Buy	+65,880	New	+$2.21M	0.03%	122
2021 Q2	–	Sell	-31,774	Closed	-$1.04M	–	240
2021 Q1	$1.04M	Sell	31,774 -1,940	-6%	-$59.8K	0.01%	175
2020 Q4	$1.05M	Hold	33,714	–	–	0.02%	179
2020 Q3	$859K	Sell	33,714 -49,000	-59%	-$1.29M	0.01%	144
2020 Q2	$1.97M	Sell	82,714 -9,060	-10%	-$229K	0.03%	110
2020 Q1	$2.18M	Buy	91,774 +3,530	+4%	+$106K	0.05%	96
2019 Q4	$2.98M	Buy	88,244 +59,037	+202%	+$1.92M	0.05%	120
2019 Q3	$918K	Buy	29,207 +2,860	+11%	+$89.1K	0.02%	456
2019 Q2	$852K	Sell	26,347 -1,800	-6%	-$59.2K	0.02%	388
2019 Q1	$929K	Buy	28,147 +10,866	+63%	+$346K	0.02%	343
2018 Q4	$508K	Buy	17,281 +3,400	+24%	+$107K	0.01%	373
2018 Q3	$474K	Hold	13,881	–	–	0.01%	421
2018 Q2	$483K	Buy	13,881 +7,500	+118%	+$270K	0.01%	432
2018 Q1	$230K	Buy	+6,381	New	+$227K	0.01%	495
2017 Q2	–	Sell	-2,414	Closed	-$79K	–	566
2017 Q1	$79K	Sell	2,414 -16,977	-88%	-$540K	﹤0.01%	504
2016 Q4	$595K	Buy	+19,391	New	+$590K	0.02%	442

Other funds holding EWU

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Zurich Insurance Group's EWU Position: Q2 2023 in Review

Zurich Insurance Group sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2023, closing a stake of 37,379 shares — an estimated $1.24M sold.

Zurich Insurance Group first reported a position in EWU in Q4 2016 and held it in 20 quarters. The position peaked at $2.98M in Q4 2019. 234 funds tracked by Wall St. Rank hold EWU as of Q2 2023.

Zurich Insurance Group reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2023 after selling out during the quarter.
Zurich Insurance Group sold 37,379 iShares MSCI United Kingdom ETF shares in Q2 2023, an estimated $1.24M.
Zurich Insurance Group first reported a position in iShares MSCI United Kingdom ETF in Q4 2016 and held it in 20 quarters.
Zurich Insurance Group's iShares MSCI United Kingdom ETF position peaked at $2.98M in Q4 2019.
234 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2023.

Based on Zurich Insurance Group's 13F filing for Q2 2023, filed 14 Aug 2023.