Kovitz Investment Group Partners’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Kovitz Investment Group Partners’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	$9.33M	Sell	202,124 -25,289	-11%	-$1.18M	0.21%	102
2026 Q1	$10.4M	Sell	227,413 -1,140	-0.5%	-$52.5K	0.24%	99
2025 Q4	$10.1M	Sell	228,553 -4,325	-2%	-$185K	0.22%	97
2025 Q3	$9.77M	Sell	232,878 -82,464	-26%	-$3.37M	0.04%	333
2025 Q2	$12.5M	Sell	315,342 -92,418	-23%	-$3.55M	0.05%	267
2025 Q1	$15.3M	Buy	+407,760	New	+$14.8M	0.08%	207
2024 Q4	–	Sell	-249,058	Closed	-$9.33M	–	1236
2024 Q3	$9.33M	Sell	249,058 -4,919	-2%	-$178K	0.07%	241
2024 Q2	$8.87M	Buy	+253,977	New	+$8.93M	0.08%	192

Other funds holding EWU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Kovitz Investment Group Partners's EWU Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its iShares MSCI United Kingdom ETF (EWU) stake by 11% in Q2 2026, selling an estimated $1.18M and leaving 202,124 shares worth $9.33M. The position accounts for 0.21% of the portfolio, ranked #102.

Kovitz Investment Group Partners first reported a position in EWU in Q2 2024 and has held it in 8 quarters since. The position peaked at $15.3M in Q1 2025. 276 funds tracked by Wall St. Rank hold EWU as of Q2 2026.

Kovitz Investment Group Partners held 202,124 shares of iShares MSCI United Kingdom ETF worth $9.33M as of Q2 2026.
Kovitz Investment Group Partners sold 25,289 iShares MSCI United Kingdom ETF shares in Q2 2026, an estimated $1.18M.
iShares MSCI United Kingdom ETF made up 0.21% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #102 holding.
Kovitz Investment Group Partners first reported a position in iShares MSCI United Kingdom ETF in Q2 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's iShares MSCI United Kingdom ETF position peaked at $15.3M in Q1 2025.
276 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.