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

GeoWealth 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
2025
Q3 		– Sell
-149
Closed -$5.92K – 906
2025
Q2 		$5.92K Buy
149
+99
+198% +$3.81K ﹤0.01% 1143
2025
Q1 		$1.87K Buy
+50
New +$1.81K ﹤0.01% 1028

Other funds holding EWU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GeoWealth Management's EWU Position: Q3 2025 in Review

GeoWealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2025, closing a stake of 149 shares — an estimated $5.92K sold.

GeoWealth Management first reported a position in EWU in Q1 2025 and held it in 2 quarters. The position peaked at $5.92K in Q2 2025. 235 funds tracked by Wall St. Rank hold EWU as of Q3 2025.

  • GeoWealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 149 iShares MSCI United Kingdom ETF shares in Q3 2025, an estimated $5.92K.
  • GeoWealth Management first reported a position in iShares MSCI United Kingdom ETF in Q1 2025 and held it in 2 quarters.
  • GeoWealth Management's iShares MSCI United Kingdom ETF position peaked at $5.92K in Q2 2025.
  • 235 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.