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

Circle 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
2025
Q1 		– Sell
-16,883
Closed -$572K – 221
2024
Q4 		$572K Hold
16,883
– – 0.01% 160
2024
Q3 		$632K Hold
16,883
– – 0.01% 153
2024
Q2 		$589K Buy
+16,883
New +$594K 0.01% 147

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
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

Circle Wealth Management's EWU Position: Q1 2025 in Review

Circle Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2025, closing a stake of 16,883 shares — an estimated $572K sold.

Circle Wealth Management first reported a position in EWU in Q2 2024 and held it in 3 quarters. The position peaked at $632K in Q3 2024. 224 funds tracked by Wall St. Rank hold EWU as of Q1 2025.

  • Circle Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2025 after selling out during the quarter.
  • Circle Wealth Management sold 16,883 iShares MSCI United Kingdom ETF shares in Q1 2025, an estimated $572K.
  • Circle Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q2 2024 and held it in 3 quarters.
  • Circle Wealth Management's iShares MSCI United Kingdom ETF position peaked at $632K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2025.

Based on Circle Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.