Gen-Wealth Partners’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Gen-Wealth Partners’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 Q3	$83.8K	Sell	1,801 -2,933	-62%	-$140K	0.02%	317
2026 Q2	$218K	Sell	4,734 -424	-8%	-$19.8K	0.06%	230
2026 Q1	$235K	Sell	5,158 -290	-5%	-$13.4K	0.07%	235
2025 Q4	$240K	Buy	5,448 +548	+11%	+$23.5K	0.08%	242
2025 Q3	$206K	Buy	+4,900	New	+$200K	0.07%	238

Other funds holding EWU

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Gen-Wealth Partners's EWU Position: Q3 2026 in Review

Gen-Wealth Partners reduced its iShares MSCI United Kingdom ETF (EWU) stake by 62% in Q3 2026, selling an estimated $140K and leaving 1,801 shares worth $83.8K. The position accounts for 0.02% of the portfolio, ranked #317.

Gen-Wealth Partners first reported a position in EWU in Q3 2025 and has held it in 5 quarters since. The position peaked at $240K in Q4 2025. 124 funds tracked by Wall St. Rank hold EWU as of Q3 2026.

Gen-Wealth Partners held 1,801 shares of iShares MSCI United Kingdom ETF worth $83.8K as of Q3 2026.
Gen-Wealth Partners sold 2,933 iShares MSCI United Kingdom ETF shares in Q3 2026, an estimated $140K.
iShares MSCI United Kingdom ETF made up 0.02% of Gen-Wealth Partners's portfolio in Q3 2026, its #317 holding.
Gen-Wealth Partners first reported a position in iShares MSCI United Kingdom ETF in Q3 2025 and has held it in 5 quarters since.
Gen-Wealth Partners's iShares MSCI United Kingdom ETF position peaked at $240K in Q4 2025.
124 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.