EverSource Wealth Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

EverSource Wealth Advisors’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	$3.6K	Hold	79	–	–	﹤0.01%	3413
2025 Q4	$3.47K	Hold	79	–	–	﹤0.01%	3271
2025 Q3	$3.32K	Hold	79	–	–	﹤0.01%	3327
2025 Q2	$3.14K	Hold	79	–	–	﹤0.01%	3335
2025 Q1	$2.96K	Hold	79	–	–	﹤0.01%	2736
2024 Q4	$2.68K	Buy	+79	New	+$2.81K	﹤0.01%	2601
2024 Q1	–	Sell	-49	Closed	-$1.62K	–	2927
2023 Q4	$1.62K	Hold	49	–	–	﹤0.01%	2238
2023 Q3	$1.55K	Hold	49	–	–	﹤0.01%	2086
2023 Q2	$1.58K	Buy	+49	New	+$1.61K	﹤0.01%	2094
2023 Q1	–	Sell	-25	Closed	-$767	–	2432
2022 Q4	$767	Buy	+25	New	+$733	﹤0.01%	2149

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

EverSource Wealth Advisors's EWU Position: Q1 2026 in Review

EverSource Wealth Advisors held its iShares MSCI United Kingdom ETF (EWU) position steady in Q1 2026 at 79 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3413.

EverSource Wealth Advisors first reported a position in EWU in Q4 2022 and has held it in 10 quarters since. 280 funds tracked by Wall St. Rank hold EWU as of Q1 2026.

EverSource Wealth Advisors held 79 shares of iShares MSCI United Kingdom ETF worth $3.6K as of Q1 2026.
EverSource Wealth Advisors left its iShares MSCI United Kingdom ETF share count unchanged in Q1 2026.
iShares MSCI United Kingdom ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3413 holding.
EverSource Wealth Advisors first reported a position in iShares MSCI United Kingdom ETF in Q4 2022 and has held it in 10 quarters since.
280 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.