Legacy Capital Group California’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Legacy Capital Group California’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 Q1	$1.18M	Sell	25,873 -1,367	-5%	-$63K	0.45%	46
2025 Q4	$1.2M	Buy	27,240 +10	+0%	+$428	0.29%	85
2025 Q3	$1.14M	Buy	27,230 +1,764	+7%	+$72.2K	0.29%	85
2025 Q2	$1.01M	Buy	25,466 +1,164	+5%	+$44.7K	0.28%	94
2025 Q1	$911K	Buy	24,302 +930	+4%	+$33.6K	0.32%	74
2024 Q4	$792K	Buy	23,372 +174	+0.8%	+$6.2K	0.24%	111
2024 Q3	$868K	Buy	23,198 +488	+2%	+$17.7K	0.29%	96
2024 Q2	$792K	Buy	22,710 +986	+5%	+$34.7K	0.29%	101
2024 Q1	$743K	Sell	21,724 -723	-3%	-$23.7K	0.27%	126
2023 Q4	$742K	Buy	22,447 +1,300	+6%	+$41.5K	0.29%	110
2023 Q3	$669K	Buy	21,147 +1,087	+5%	+$35K	0.29%	101
2023 Q2	$649K	Buy	20,060 +7,892	+65%	+$260K	0.27%	113
2023 Q1	$393K	Buy	+12,168	New	+$391K	0.19%	157

Other funds holding EWU

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Legacy Capital Group California's EWU Position: Q1 2026 in Review

Legacy Capital Group California reduced its iShares MSCI United Kingdom ETF (EWU) stake by 5% in Q1 2026, selling an estimated $63K and leaving 25,873 shares worth $1.18M. The position accounts for 0.45% of the portfolio, ranked #46.

Legacy Capital Group California first reported a position in EWU in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.2M in Q4 2025. 281 funds tracked by Wall St. Rank hold EWU as of Q1 2026.

Legacy Capital Group California held 25,873 shares of iShares MSCI United Kingdom ETF worth $1.18M as of Q1 2026.
Legacy Capital Group California sold 1,367 iShares MSCI United Kingdom ETF shares in Q1 2026, an estimated $63K.
iShares MSCI United Kingdom ETF made up 0.45% of Legacy Capital Group California's portfolio in Q1 2026, its #46 holding.
Legacy Capital Group California first reported a position in iShares MSCI United Kingdom ETF in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's iShares MSCI United Kingdom ETF position peaked at $1.2M in Q4 2025.
281 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.