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Institute for Wealth Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Institute for Wealth 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
Q4 		– Sell
-5,271
Closed -$221K – 559
2025
Q3 		$221K Buy
+5,271
New +$216K 0.02% 527
2020
Q1 		– Sell
-370
Closed -$13K – 471
2019
Q4 		$13K Buy
+370
New +$12K ﹤0.01% 588

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Institute for Wealth Management's EWU Position: Q4 2025 in Review

Institute for Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2025, closing a stake of 5,271 shares — an estimated $221K sold.

Institute for Wealth Management first reported a position in EWU in Q4 2019 and held it in 2 quarters. The position peaked at $221K in Q3 2025. 265 funds tracked by Wall St. Rank hold EWU as of Q4 2025.

  • Institute for Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 5,271 iShares MSCI United Kingdom ETF shares in Q4 2025, an estimated $221K.
  • Institute for Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2019 and held it in 2 quarters.
  • Institute for Wealth Management's iShares MSCI United Kingdom ETF position peaked at $221K in Q3 2025.
  • 265 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2025.

Based on Institute for Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.