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Evergreen Capital Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Evergreen Capital 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
Q2 		$4.5M Buy
97,503
+48,535
+99% +$2.27M 0.08% 225
2026
Q1 		$2.23M Buy
48,968
+3,575
+8% +$165K 0.05% 299
2025
Q4 		$2M Buy
45,393
+2,355
+5% +$101K 0.04% 308
2025
Q3 		$1.81M Buy
43,038
+884
+2% +$36.2K 0.04% 302
2025
Q2 		$1.67M Buy
42,154
+3,980
+10% +$153K 0.05% 283
2025
Q1 		$1.43M Buy
38,174
+4,262
+13% +$154K 0.05% 285
2024
Q4 		$1.15M Sell
33,912
-2,300
-6% -$81.9K 0.04% 316
2024
Q3 		$1.35M Sell
36,212
-1,970
-5% -$71.5K 0.05% 292
2024
Q2 		$1.33M Sell
38,182
-429
-1% -$15.1K 0.05% 279
2024
Q1 		$1.32M Sell
38,611
-110
-0.3% -$3.61K 0.05% 267
2023
Q4 		$1.28M Sell
38,721
-49,755
-56% -$1.59M 0.05% 268
2023
Q3 		$2.8M Sell
88,476
-1,065
-1% -$34.3K 0.12% 185
2023
Q2 		$2.9M Buy
89,541
+2,260
+3% +$74.5K 0.12% 187
2023
Q1 		$2.82M Buy
87,281
+4,660
+6% +$150K 0.13% 182
2022
Q4 		$2.53M Buy
82,621
+595
+0.7% +$17.4K 0.12% 194
2022
Q3 		$2.15M Sell
82,026
-1,907
-2% -$56K 0.11% 200
2022
Q2 		$2.52M Sell
83,933
-7,724
-8% -$248K 0.13% 185
2022
Q1 		$3.08M Buy
91,657
+2,452
+3% +$82.4K 0.13% 193
2021
Q4 		$2.96M Buy
89,205
+3,270
+4% +$108K 0.12% 197
2021
Q3 		$2.77M Buy
85,935
+1,916
+2% +$62.9K 0.13% 185
2021
Q2 		$2.75M Buy
84,019
+4,601
+6% +$153K 0.13% 172
2021
Q1 		$2.49M Buy
79,418
+2,717
+4% +$83.8K 0.13% 169
2020
Q4 		$2.25M Sell
76,701
-10,681
-12% -$294K 0.13% 159
2020
Q3 		$2.23M Buy
87,382
+1,339
+2% +$35.3K 0.15% 141
2020
Q2 		$2.22M Buy
86,043
+1,346
+2% +$34K 0.17% 127
2020
Q1 		$2.02M Buy
84,697
+28,201
+50% +$844K 0.19% 112
2019
Q4 		$1.93M Sell
56,496
-4,043
-7% -$132K 0.16% 126
2019
Q3 		$1.9M Sell
60,539
-1,278
-2% -$39.8K 0.18% 116
2019
Q2 		$2M Buy
61,817
+3,211
+5% +$106K 0.19% 114
2019
Q1 		$1.94M Sell
58,606
-76
-0.1% -$2.42K 0.19% 115
2018
Q4 		$1.72M Buy
58,682
+406
+0.7% +$12.8K 0.18% 118
2018
Q3 		$1.99M Buy
58,276
+8,080
+16% +$276K 0.18% 115
2018
Q2 		$1.75M Buy
50,196
+2,210
+5% +$79.5K 0.16% 117
2018
Q1 		$1.67M Buy
47,986
+19,425
+68% +$692K 0.16% 116
2017
Q4 		$1.02M Buy
28,561
+2,240
+9% +$78.3K 0.1% 133
2017
Q3 		$917K Buy
26,321
+6,966
+36% +$237K 0.11% 122
2017
Q2 		$645K Buy
+19,355
New +$650K 0.1% 96

Other funds holding EWU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Evergreen Capital Management's EWU Position: Q2 2026 in Review

Evergreen Capital Management increased its iShares MSCI United Kingdom ETF (EWU) stake by 99% in Q2 2026, buying an estimated $2.27M and bringing the position to 97,503 shares worth $4.5M. The position accounts for 0.08% of the portfolio, ranked #225.

Evergreen Capital Management first reported a position in EWU in Q2 2017 and has held it in 37 quarters since. 276 funds tracked by Wall St. Rank hold EWU as of Q2 2026.

  • Evergreen Capital Management held 97,503 shares of iShares MSCI United Kingdom ETF worth $4.5M as of Q2 2026.
  • Evergreen Capital Management bought 48,535 iShares MSCI United Kingdom ETF shares in Q2 2026, an estimated $2.27M.
  • iShares MSCI United Kingdom ETF made up 0.08% of Evergreen Capital Management's portfolio in Q2 2026, its #225 holding.
  • Evergreen Capital Management first reported a position in iShares MSCI United Kingdom ETF in Q2 2017 and has held it in 37 quarters since.
  • 276 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.