Lodestone Wealth Management
EWU icon

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

Lodestone 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
Q3 		$2.33K Hold
50
– – ﹤0.01% 687
2026
Q2 		$2.31K Sell
50
-25
-33% -$1.17K ﹤0.01% 672
2026
Q1 		$3.42K Hold
75
– – ﹤0.01% 628
2025
Q4 		$3.3K Buy
+75
New +$3.21K ﹤0.01% 638

Other funds holding EWU

Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Sharper & Granite
Sharper & Granite El Segundo, California $293M AUM 12.25% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
VU
Valence8 US Cambridge, Massachusetts $283M AUM 19.2% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Lodestone Wealth Management's EWU Position: Q3 2026 in Review

Lodestone Wealth Management held its iShares MSCI United Kingdom ETF (EWU) position steady in Q3 2026 at 50 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Lodestone Wealth Management first reported a position in EWU in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.42K in Q1 2026. 100 funds tracked by Wall St. Rank hold EWU as of Q3 2026.

  • Lodestone Wealth Management held 50 shares of iShares MSCI United Kingdom ETF worth $2.33K as of Q3 2026.
  • Lodestone Wealth Management left its iShares MSCI United Kingdom ETF share count unchanged in Q3 2026.
  • iShares MSCI United Kingdom ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #687 holding.
  • Lodestone Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's iShares MSCI United Kingdom ETF position peaked at $3.42K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.