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Forthright Family Wealth Advisory’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Forthright Family Wealth Advisory’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 		– Sell
-6,060
Closed -$207K – 68
2026
Q1 		$207K Buy
+6,060
New +$279K 0.14% 59
2025
Q2 		– Sell
-6,765
Closed -$253K – 53
2025
Q1 		$253K Hold
6,765
– – 0.17% 47
2024
Q4 		$229K Hold
6,765
– – 0.15% 49
2024
Q3 		$243K Buy
6,765
+705
+12% +$25.6K 0.16% 54
2024
Q2 		$211K Hold
6,060
– – 0.14% 63
2024
Q1 		$207K Buy
+6,060
New +$199K 0.14% 59

Other funds holding EWU

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Forthright Family Wealth Advisory's EWU Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2026, closing a stake of 6,060 shares — an estimated $207K sold.

Forthright Family Wealth Advisory first reported a position in EWU in Q1 2024 and held it in 6 quarters. The position peaked at $253K in Q1 2025. 33 funds tracked by Wall St. Rank hold EWU as of Q2 2026.

  • Forthright Family Wealth Advisory reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2026 after selling out during the quarter.
  • Forthright Family Wealth Advisory sold 6,060 iShares MSCI United Kingdom ETF shares in Q2 2026, an estimated $207K.
  • Forthright Family Wealth Advisory first reported a position in iShares MSCI United Kingdom ETF in Q1 2024 and held it in 6 quarters.
  • Forthright Family Wealth Advisory's iShares MSCI United Kingdom ETF position peaked at $253K in Q1 2025.
  • 33 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.