Cerity Partners’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Cerity Partners’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	$340K	Buy	7,458 +386	+5%	+$17.8K	﹤0.01%	2523
2025 Q4	$311K	Buy	+7,072	New	+$303K	﹤0.01%	2391
2020 Q1	–	Sell	-8,351	Closed	-$285K	–	466
2019 Q4	$285K	Buy	+8,351	New	+$272K	0.01%	438
2018 Q1	–	Sell	-8,918	Closed	-$319K	–	544
2017 Q4	$319K	Buy	8,918 +732	+9%	+$25.6K	0.02%	430
2017 Q3	$285K	Buy	+8,186	New	+$278K	0.02%	451

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

Cerity Partners's EWU Position: Q1 2026 in Review

Cerity Partners increased its iShares MSCI United Kingdom ETF (EWU) stake by 5.5% in Q1 2026, buying an estimated $17.8K and bringing the position to 7,458 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #2523.

Cerity Partners first reported a position in EWU in Q3 2017 and has held it in 5 quarters since. 280 funds tracked by Wall St. Rank hold EWU as of Q1 2026.

Cerity Partners held 7,458 shares of iShares MSCI United Kingdom ETF worth $340K as of Q1 2026.
Cerity Partners bought 386 iShares MSCI United Kingdom ETF shares in Q1 2026, an estimated $17.8K.
iShares MSCI United Kingdom ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2523 holding.
Cerity Partners first reported a position in iShares MSCI United Kingdom ETF in Q3 2017 and has held it in 5 quarters since.
280 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.