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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
2026
Q2 		$165K Buy
+3,572
New +$167K 0.01% 562
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 $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Institute for Wealth Management's EWU Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares MSCI United Kingdom ETF (EWU) in Q2 2026: 3,572 shares worth $165K. The stake represents 0.01% of the portfolio and ranks #562 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in EWU as recently as Q3 2025.

Institute for Wealth Management first reported a position in EWU in Q4 2019 and has held it in 3 quarters since. The position peaked at $221K in Q3 2025. 277 funds tracked by Wall St. Rank hold EWU as of Q2 2026.

  • Institute for Wealth Management held 3,572 shares of iShares MSCI United Kingdom ETF worth $165K as of Q2 2026.
  • iShares MSCI United Kingdom ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares MSCI United Kingdom ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #562 holding.
  • Institute for Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2019 and has held it in 3 quarters since.
  • Institute for Wealth Management's iShares MSCI United Kingdom ETF position peaked at $221K in Q3 2025.
  • 277 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.