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 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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

AE Wealth Management's EWU Position: Q1 2026 in Review

AE Wealth Management reduced its iShares MSCI United Kingdom ETF (EWU) stake by 28% in Q1 2026, selling an estimated $9.58K and leaving 525 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2115.

AE Wealth Management first reported a position in EWU in Q1 2022 and has held it in 11 quarters since. The position peaked at $593K in Q2 2022. 280 funds tracked by Wall St. Rank hold EWU as of Q1 2026.

AE Wealth Management held 525 shares of iShares MSCI United Kingdom ETF worth $23.9K as of Q1 2026.
AE Wealth Management sold 208 iShares MSCI United Kingdom ETF shares in Q1 2026, an estimated $9.58K.
iShares MSCI United Kingdom ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2115 holding.
AE Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q1 2022 and has held it in 11 quarters since.
AE Wealth Management's iShares MSCI United Kingdom ETF position peaked at $593K in Q2 2022.
280 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.