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

Congress 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 Q2	$937K	Buy	23,584 +1,436	+6%	+$55.2K	0.01%	730
2025 Q1	$830K	Sell	22,148 -22	-0.1%	-$796	0.01%	674
2024 Q4	$752K	Sell	22,170 -94	-0.4%	-$3.35K	0.01%	565
2024 Q3	$833K	Hold	22,264	–	–	0.01%	545
2024 Q2	$777K	Buy	+22,264	New	+$783K	0.01%	468
2023 Q4	–	Sell	-41,889	Closed	-$1.33M	–	624
2023 Q3	$1.33M	Buy	41,889 +2,834	+7%	+$91.3K	0.03%	345
2023 Q2	$1.26M	Buy	39,055 +1,464	+4%	+$48.2K	0.03%	316
2023 Q1	$1.21M	Buy	37,591 +2,520	+7%	+$80.9K	0.03%	322
2022 Q4	$1.08M	Buy	35,071 +27,263	+349%	+$799K	0.03%	326
2022 Q3	$205K	Sell	7,808 -2,427	-24%	-$71.3K	0.01%	525
2022 Q2	$307K	Buy	+10,235	New	+$329K	0.01%	472

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

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

Congress Wealth Management's EWU Position: Q2 2025 in Review

Congress Wealth Management increased its iShares MSCI United Kingdom ETF (EWU) stake by 6.5% in Q2 2025, buying an estimated $55.2K and bringing the position to 23,584 shares worth $937K. The position accounts for 0.01% of the portfolio, ranked #730.

Congress Wealth Management first reported a position in EWU in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.33M in Q3 2023. 231 funds tracked by Wall St. Rank hold EWU as of Q2 2025.

Congress Wealth Management held 23,584 shares of iShares MSCI United Kingdom ETF worth $937K as of Q2 2025.
Congress Wealth Management bought 1,436 iShares MSCI United Kingdom ETF shares in Q2 2025, an estimated $55.2K.
iShares MSCI United Kingdom ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #730 holding.
Congress Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q2 2022 and has held it in 11 quarters since.
Congress Wealth Management's iShares MSCI United Kingdom ETF position peaked at $1.33M in Q3 2023.
231 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.