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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 $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

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. 234 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.
  • 234 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.