Evelyn Partners Asset Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Evelyn Partners Asset 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
2026 Q1	$52.7K	Sell	1,157 -3,610	-76%	-$166K	0.01%	168
2025 Q4	$210K	Hold	4,767	–	–	0.05%	104
2025 Q3	$200K	Buy	4,767 +4,000	+522%	+$164K	0.05%	100
2025 Q2	$30.5K	Hold	767	–	–	0.01%	159
2025 Q1	$28.7K	Hold	767	–	–	0.01%	163
2024 Q4	$26K	Buy	+767	New	+$27.3K	0.01%	168

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

Evelyn Partners Asset Management's EWU Position: Q1 2026 in Review

Evelyn Partners Asset Management reduced its iShares MSCI United Kingdom ETF (EWU) stake by 76% in Q1 2026, selling an estimated $166K and leaving 1,157 shares worth $52.7K. The position accounts for 0.01% of the portfolio, ranked #168.

Evelyn Partners Asset Management first reported a position in EWU in Q4 2024 and has held it in 6 quarters since. The position peaked at $210K in Q4 2025. 280 funds tracked by Wall St. Rank hold EWU as of Q1 2026.

Evelyn Partners Asset Management held 1,157 shares of iShares MSCI United Kingdom ETF worth $52.7K as of Q1 2026.
Evelyn Partners Asset Management sold 3,610 iShares MSCI United Kingdom ETF shares in Q1 2026, an estimated $166K.
iShares MSCI United Kingdom ETF made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #168 holding.
Evelyn Partners Asset Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's iShares MSCI United Kingdom ETF position peaked at $210K in Q4 2025.
280 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2026.

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