Capital Analysts LLC’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Capital Analysts LLC’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
2025 Q1	–	Sell	-57	Closed	-$2K	–	1382
2024 Q4	$2K	Buy	+57	New	+$2.03K	﹤0.01%	1220
2022 Q3	–	Sell	-45	Closed	-$1K	–	1103
2022 Q2	$1K	Buy	+45	New	+$1.45K	﹤0.01%	967

Other funds holding EWU

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

BlackRock New York $5.72T AUM 30.48% 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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CCA

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

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Capital Analysts LLC's EWU Position: Q1 2025 in Review

Capital Analysts LLC sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2025, closing a stake of 57 shares — an estimated $2K sold.

Capital Analysts LLC first reported a position in EWU in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q4 2024. 224 funds tracked by Wall St. Rank hold EWU as of Q1 2025.

Capital Analysts LLC reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2025 after selling out during the quarter.
Capital Analysts LLC sold 57 iShares MSCI United Kingdom ETF shares in Q1 2025, an estimated $2K.
Capital Analysts LLC first reported a position in iShares MSCI United Kingdom ETF in Q2 2022 and held it in 2 quarters.
Capital Analysts LLC's iShares MSCI United Kingdom ETF position peaked at $2K in Q4 2024.
224 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2025.

Based on Capital Analysts LLC's 13F filing for Q1 2025, filed 14 May 2025.