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Rothschild & Co Wealth Management UK Ltd Buys iShares MSCI All Country Asia ex Japan Index ...

Investment company Rothschild & Co Wealth Management UK Ltd (Current Portfolio) buys iShares MSCI All Country Asia ex Japan Index Fund, sells AT&T Inc, Altria Group Inc, Dominion Energy Inc, TotalEnergies SE, Philip Morris International Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Rothschild & Co Wealth Management UK Ltd. As of 2021Q4, Rothschild & Co Wealth Management UK Ltd owns 32 stocks with a total value of $6 billion. These are the details of the buys and sells.

  • Added Positions: MA, FOXA, AAXJ, URTH, EEM, EWU,

  • Reduced Positions: QQEW, VGK, VOO, VWO,

  • Sold Out: T, MO, D, TTE, PM, OPNT, EZU, IWM,


For the details of Rothschild & Co Wealth Management UK Ltd's stock buys and sells,
go to https://www.gurufocus.com/guru/rothschild+%26+co+wealth+management+uk+ltd/current-portfolio/portfolio

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These are the top 5 holdings of Rothschild & Co Wealth Management UK Ltd

  1. American Express Co (AXP) - 4,739,466 shares, 12.87% of the total portfolio. Shares reduced by 0.07%

  2. Berkshire Hathaway Inc (BRK.B) - 2,395,127 shares, 11.89% of the total portfolio. Shares reduced by 0.23%

  3. Moody's Corporation (MCO) - 1,831,621 shares, 11.88% of the total portfolio. Shares added by 0.08%

  4. S&P Global Inc (SPGI) - 1,507,575 shares, 11.81% of the total portfolio. Shares added by 0.15%

  5. Deere & Co (DE) - 1,654,621 shares, 9.42% of the total portfolio. Shares reduced by 0.13%

Added: iShares MSCI All Country Asia ex Japan Index Fund (AAXJ)

Rothschild & Co Wealth Management UK Ltd added to a holding in iShares MSCI All Country Asia ex Japan Index Fund by 26.12%. The purchase prices were between $80.18 and $87.13, with an estimated average price of $83.98. The stock is now traded at around $81.690000. The impact to a portfolio due to this purchase was 0.01%. The holding were 24,213 shares as of 2021-12-31.

Sold Out: BTC iShares MSCI EMU ETF (EZU)

Rothschild & Co Wealth Management UK Ltd sold out a holding in BTC iShares MSCI EMU ETF. The sale prices were between $46.68 and $50.71, with an estimated average price of $48.66.

Sold Out: AT&T Inc (T)

Rothschild & Co Wealth Management UK Ltd sold out a holding in AT&T Inc. The sale prices were between $22.17 and $27.35, with an estimated average price of $24.71.

Sold Out: Dominion Energy Inc (D)

Rothschild & Co Wealth Management UK Ltd sold out a holding in Dominion Energy Inc. The sale prices were between $70.85 and $78.57, with an estimated average price of $75.32.

Sold Out: Philip Morris International Inc (PM)

Rothschild & Co Wealth Management UK Ltd sold out a holding in Philip Morris International Inc. The sale prices were between $85.94 and $98.85, with an estimated average price of $93.37.

Sold Out: iShares Russell 2000 ETF (IWM)

Rothschild & Co Wealth Management UK Ltd sold out a holding in iShares Russell 2000 ETF. The sale prices were between $212.12 and $241.83, with an estimated average price of $225.48.

Sold Out: Altria Group Inc (MO)

Rothschild & Co Wealth Management UK Ltd sold out a holding in Altria Group Inc. The sale prices were between $42.64 and $48.7, with an estimated average price of $45.81.



Here is the complete portfolio of Rothschild & Co Wealth Management UK Ltd. Also check out:

1. Rothschild & Co Wealth Management UK Ltd's Undervalued Stocks

2. Rothschild & Co Wealth Management UK Ltd's Top Growth Companies, and

3. Rothschild & Co Wealth Management UK Ltd's High Yield stocks

4. Stocks that Rothschild & Co Wealth Management UK Ltd keeps buyingThis article first appeared on GuruFocus.