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GenTrust’s iShares MSCI United Kingdom ETF EWU Stock Holding History

GenTrust’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
2025
Q3 		– Sell
-7,183
Closed -$285K – 215
2025
Q2 		$285K Sell
7,183
-749
-9% -$28.8K 0.01% 152
2025
Q1 		$297K Sell
7,932
-1
-0% -$36 0.01% 153
2024
Q4 		$269K Hold
7,933
– – 0.01% 170
2024
Q3 		$297K Sell
7,933
-280
-3% -$10.2K 0.01% 163
2024
Q2 		$286K Sell
8,213
-440
-5% -$15.5K 0.02% 152
2024
Q1 		$296K Sell
8,653
-5,431
-39% -$178K 0.02% 115
2023
Q4 		$465K Sell
14,084
-2,688
-16% -$85.7K 0.03% 99
2023
Q3 		$531K Sell
16,772
-2,186
-12% -$70.4K 0.04% 92
2023
Q2 		$613K Sell
18,958
-30,834
-62% -$1.02M 0.04% 93
2023
Q1 		$1.61M Sell
49,792
-694,792
-93% -$22.3M 0.12% 64
2022
Q4 		$22.8M Buy
744,584
+11,871
+2% +$348K 2.04% 15
2022
Q3 		$19.2M Buy
732,713
+45,190
+7% +$1.33M 1.66% 14
2022
Q2 		$20.6M Buy
687,523
+9,395
+1% +$302K 1.7% 17
2022
Q1 		$22.8M Buy
+678,128
New +$22.8M 1.75% 14

Other funds holding EWU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GenTrust's EWU Position: Q3 2025 in Review

GenTrust sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2025, closing a stake of 7,183 shares — an estimated $285K sold.

GenTrust first reported a position in EWU in Q1 2022 and held it in 14 quarters. The position peaked at $22.8M in Q4 2022. 234 funds tracked by Wall St. Rank hold EWU as of Q3 2025.

  • GenTrust reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2025 after selling out during the quarter.
  • GenTrust sold 7,183 iShares MSCI United Kingdom ETF shares in Q3 2025, an estimated $285K.
  • GenTrust first reported a position in iShares MSCI United Kingdom ETF in Q1 2022 and held it in 14 quarters.
  • GenTrust's iShares MSCI United Kingdom ETF position peaked at $22.8M in Q4 2022.
  • 234 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2025.

Based on GenTrust's 13F filing for Q3 2025, filed 7 Nov 2025.