AE Wealth Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

AE Wealth Management’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
2026 Q2	$27K	Buy	585 +60	+11%	+$2.8K	﹤0.01%	2203
2026 Q1	$23.9K	Sell	525 -208	-28%	-$9.58K	﹤0.01%	2115
2025 Q4	$32.3K	Buy	733 +131	+22%	+$5.61K	﹤0.01%	1931
2025 Q3	$25.3K	Sell	602 -177	-23%	-$7.24K	﹤0.01%	1855
2025 Q2	$30.9K	Buy	779 +99	+15%	+$3.81K	﹤0.01%	1683
2025 Q1	$25.5K	Hold	680	–	–	﹤0.01%	1689
2024 Q4	$23.1K	Buy	+680	New	+$24.2K	﹤0.01%	1704
2023 Q2	–	Sell	-7,990	Closed	-$258K	–	1947
2023 Q1	$258K	Sell	7,990 -1,538	-16%	-$49.4K	﹤0.01%	1623
2022 Q4	$292K	Sell	9,528 -624	-6%	-$18.3K	﹤0.01%	1512
2022 Q3	$266K	Sell	10,152 -9,651	-49%	-$283K	﹤0.01%	1516
2022 Q2	$593K	Buy	19,803 +3,147	+19%	+$101K	﹤0.01%	1112
2022 Q1	$560K	Buy	+16,656	New	+$560K	﹤0.01%	1184

Other funds holding EWU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

AE Wealth Management's EWU Position: Q2 2026 in Review

AE Wealth Management increased its iShares MSCI United Kingdom ETF (EWU) stake by 11% in Q2 2026, buying an estimated $2.8K and bringing the position to 585 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #2203.

AE Wealth Management first reported a position in EWU in Q1 2022 and has held it in 12 quarters since. The position peaked at $593K in Q2 2022. 277 funds tracked by Wall St. Rank hold EWU as of Q2 2026.

AE Wealth Management held 585 shares of iShares MSCI United Kingdom ETF worth $27K as of Q2 2026.
AE Wealth Management bought 60 iShares MSCI United Kingdom ETF shares in Q2 2026, an estimated $2.8K.
iShares MSCI United Kingdom ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2203 holding.
AE Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q1 2022 and has held it in 12 quarters since.
AE Wealth Management's iShares MSCI United Kingdom ETF position peaked at $593K in Q2 2022.
277 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.