AssetMark Inc’s iShares MSCI United Kingdom ETF EWU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $368K | Buy |
8,073
+795
| +11% | +$36.6K | ﹤0.01% | 1222 |
|
|
2025
Q4 | $320K | Sell |
7,278
-373
| -5% | -$16K | ﹤0.01% | 1207 |
|
|
2025
Q3 | $321K | Sell |
7,651
-396
| -5% | -$16.2K | ﹤0.01% | 1168 |
|
|
2025
Q2 | $320K | Buy |
8,047
+5,285
| +191% | +$203K | ﹤0.01% | 1122 |
|
|
2025
Q1 | $104K | Sell |
2,762
-767
| -22% | -$27.7K | ﹤0.01% | 1271 |
|
|
2024
Q4 | $120K | Buy |
3,529
+2,690
| +321% | +$95.8K | ﹤0.01% | 1205 |
|
|
2024
Q3 | $31.4K | Sell |
839
-133
| -14% | -$4.83K | ﹤0.01% | 1397 |
|
|
2024
Q2 | $33.9K | Buy |
972
+204
| +27% | +$7.17K | ﹤0.01% | 1300 |
|
|
2024
Q1 | $26.3K | Buy |
768
+177
| +30% | +$5.81K | ﹤0.01% | 1248 |
|
|
2023
Q4 | $19.5K | Sell |
591
-128
| -18% | -$4.08K | ﹤0.01% | 1293 |
|
|
2023
Q3 | $22.7K | Buy |
719
+128
| +22% | +$4.12K | ﹤0.01% | 1223 |
|
|
2023
Q2 | $19.1K | Hold |
591
| – | – | ﹤0.01% | 1211 |
|
|
2023
Q1 | $19.1K | Hold |
591
| – | – | ﹤0.01% | 1193 |
|
|
2022
Q4 | $18.1K | Sell |
591
-96
| -14% | -$2.81K | ﹤0.01% | 1222 |
|
|
2022
Q3 | $18K | Buy |
687
+96
| +16% | +$2.82K | ﹤0.01% | 1143 |
|
|
2022
Q2 | $18K | Buy |
+591
| New | +$19K | ﹤0.01% | 1139 |
|
|
2021
Q4 | – | Sell |
-284
| Closed | -$9K | – | 1549 |
|
|
2021
Q3 | $9K | Buy |
+284
| New | +$9.33K | ﹤0.01% | 1062 |
|
|
2020
Q4 | – | Sell |
-18
| Closed | – | – | 1413 |
|
|
2020
Q3 | $0 | Sell |
18
-880
| -98% | -$23.2K | ﹤0.01% | 1340 |
|
|
2020
Q2 | $23K | Buy |
+898
| New | +$22.7K | ﹤0.01% | 776 |
|
|
2019
Q1 | – | Sell |
-203
| Closed | -$6K | – | 1399 |
|
|
2018
Q4 | $6K | Hold |
203
| – | – | ﹤0.01% | 1070 |
|
|
2018
Q3 | $7K | Sell |
203
-61
| -23% | -$2.08K | ﹤0.01% | 1103 |
|
|
2018
Q2 | $9K | Sell |
264
-591
| -69% | -$21.3K | ﹤0.01% | 1060 |
|
|
2018
Q1 | $30K | Sell |
855
-25,098
| -97% | -$894K | ﹤0.01% | 862 |
|
|
2017
Q4 | $930K | Sell |
25,953
-3,417
| -12% | -$119K | 0.01% | 302 |
|
|
2017
Q3 | $1.02M | Sell |
29,370
-5,559
| -16% | -$189K | 0.01% | 297 |
|
|
2017
Q2 | $1.16M | Sell |
34,929
-3,274
| -9% | -$110K | 0.01% | 275 |
|
|
2017
Q1 | $1.24M | Buy |
38,203
+1,263
| +3% | +$40.1K | 0.02% | 269 |
|
|
2016
Q4 | $1.13M | Buy |
36,940
+10,380
| +39% | +$316K | 0.02% | 257 |
|
|
2016
Q3 | $841K | Buy |
26,560
+9,864
| +59% | +$309K | 0.01% | 265 |
|
|
2016
Q2 | $513K | Sell |
16,696
-1,477
| -8% | -$46.9K | 0.01% | 316 |
|
|
2016
Q1 | $570K | Sell |
18,173
-117,658
| -87% | -$3.57M | 0.01% | 312 |
|
|
2015
Q4 | $4.38M | Buy |
135,831
+8,088
| +6% | +$275K | 0.08% | 158 |
|
|
2015
Q3 | $4.19M | Buy |
127,743
+46,264
| +57% | +$1.63M | 0.09% | 141 |
|
|
2015
Q2 | $2.97M | Buy |
81,479
+80,708
| +10,468% | +$3.09M | 0.06% | 135 |
|
|
2015
Q1 | $28K | Sell |
771
-1,927
| -71% | -$70.8K | ﹤0.01% | 413 |
|
|
2014
Q4 | $97K | Sell |
2,698
-1,333,853
| -100% | -$49.9M | ﹤0.01% | 403 |
|
|
2014
Q3 | $51.8M | Buy |
1,336,551
+1,336,483
| +1,965,416% | +$54.5M | 1.2% | 27 |
|
|
2014
Q2 | $3K | Buy |
+68
| New | +$2.91K | ﹤0.01% | 449 |
|
Other funds holding EWU
CCA
AssetMark Inc's EWU Position: Q1 2026 in Review
AssetMark Inc increased its iShares MSCI United Kingdom ETF (EWU) stake by 11% in Q1 2026, buying an estimated $36.6K and bringing the position to 8,073 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.
AssetMark Inc first reported a position in EWU in Q2 2014 and has held it in 38 quarters since. The position peaked at $51.8M in Q3 2014. 280 funds tracked by Wall St. Rank hold EWU as of Q1 2026.
- AssetMark Inc held 8,073 shares of iShares MSCI United Kingdom ETF worth $368K as of Q1 2026.
- AssetMark Inc bought 795 iShares MSCI United Kingdom ETF shares in Q1 2026, an estimated $36.6K.
- iShares MSCI United Kingdom ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1222 holding.
- AssetMark Inc first reported a position in iShares MSCI United Kingdom ETF in Q2 2014 and has held it in 38 quarters since.
- AssetMark Inc's iShares MSCI United Kingdom ETF position peaked at $51.8M in Q3 2014.
- 280 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2026.
Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.