L.J. Altfest & Co’s iShares MSCI United Kingdom ETF EWU Stock Holding History

L.J. Altfest & Co’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	-95,303	Closed	-$3.79M	–	346
2025 Q2	$3.79M	Buy	+95,303	New	+$3.66M	0.45%	49
2024 Q4	–	Sell	-49,650	Closed	-$1.86M	–	342
2024 Q3	$1.86M	Buy	+49,650	New	+$1.8M	0.25%	72
2021 Q3	–	Sell	-34,975	Closed	-$1.14M	–	263
2021 Q2	$1.14M	Sell	34,975 -2,691	-7%	-$89.2K	0.25%	72
2021 Q1	$1.18M	Sell	37,666 -55,390	-60%	-$1.71M	0.28%	71
2020 Q4	$2.73M	Buy	+93,056	New	+$2.56M	0.67%	28

Other funds holding EWU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

L.J. Altfest & Co's EWU Position: Q3 2025 in Review

L.J. Altfest & Co sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2025, closing a stake of 95,303 shares — an estimated $3.79M sold.

L.J. Altfest & Co first reported a position in EWU in Q4 2020 and held it in 5 quarters. The position peaked at $3.79M in Q2 2025. 234 funds tracked by Wall St. Rank hold EWU as of Q3 2025.

L.J. Altfest & Co reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2025 after selling out during the quarter.
L.J. Altfest & Co sold 95,303 iShares MSCI United Kingdom ETF shares in Q3 2025, an estimated $3.79M.
L.J. Altfest & Co first reported a position in iShares MSCI United Kingdom ETF in Q4 2020 and held it in 5 quarters.
L.J. Altfest & Co's iShares MSCI United Kingdom ETF position peaked at $3.79M in Q2 2025.
234 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2025.

Based on L.J. Altfest & Co's 13F filing for Q3 2025, filed 21 Oct 2025.