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

Evelyn Partners Investment 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 		$43.3K Hold
950
– – ﹤0.01% 283
2025
Q4 		$41.8K Buy
950
+650
+217% +$27.8K ﹤0.01% 291
2025
Q3 		$12.6K Buy
+300
New +$12.3K ﹤0.01% 342

Other funds holding EWU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Evelyn Partners Investment Management held its iShares MSCI United Kingdom ETF (EWU) position steady in Q1 2026 at 950 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Evelyn Partners Investment Management first reported a position in EWU in Q3 2025 and has held it in 3 quarters since. 281 funds tracked by Wall St. Rank hold EWU as of Q1 2026.

  • Evelyn Partners Investment Management held 950 shares of iShares MSCI United Kingdom ETF worth $43.3K as of Q1 2026.
  • Evelyn Partners Investment Management left its iShares MSCI United Kingdom ETF share count unchanged in Q1 2026.
  • iShares MSCI United Kingdom ETF made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #283 holding.
  • Evelyn Partners Investment Management first reported a position in iShares MSCI United Kingdom ETF in Q3 2025 and has held it in 3 quarters since.
  • 281 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2026.

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