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Marshall & Sterling Wealth Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q4 		– Sell
-130
Closed -$5.46K – 440
2025
Q3 		$5.46K Buy
+130
New +$5.32K ﹤0.01% 490

Other funds holding EWU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's EWU Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2025, closing a stake of 130 shares — an estimated $5.46K sold.

Marshall & Sterling Wealth Advisors first reported a position in EWU in Q3 2025 and held it in 1 quarter. The position peaked at $5.46K in Q3 2025. 265 funds tracked by Wall St. Rank hold EWU as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 130 iShares MSCI United Kingdom ETF shares in Q4 2025, an estimated $5.46K.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares MSCI United Kingdom ETF in Q3 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's iShares MSCI United Kingdom ETF position peaked at $5.46K in Q3 2025.
  • 265 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.