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

Mittelman 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
Q2 		$1.89M Sell
8,781
-37,769
-81% -$1.76M 1.25% 17
2026
Q1 		$2.12M Buy
46,550
+2,585
+6% +$119K 1.32% 18
2025
Q4 		$1.93M Buy
43,965
+6,389
+17% +$274K 1.26% 18
2025
Q3 		$1.58M Buy
+37,576
New +$1.54M 1.03% 17

Other funds holding EWU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mittelman Wealth Management's EWU Position: Q2 2026 in Review

Mittelman Wealth Management reduced its iShares MSCI United Kingdom ETF (EWU) stake by 81% in Q2 2026, selling an estimated $1.76M and leaving 8,781 shares worth $1.89M. The position accounts for 1.25% of the portfolio, ranked #17.

Mittelman Wealth Management first reported a position in EWU in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.12M in Q1 2026. 276 funds tracked by Wall St. Rank hold EWU as of Q2 2026.

  • Mittelman Wealth Management held 8,781 shares of iShares MSCI United Kingdom ETF worth $1.89M as of Q2 2026.
  • Mittelman Wealth Management sold 37,769 iShares MSCI United Kingdom ETF shares in Q2 2026, an estimated $1.76M.
  • iShares MSCI United Kingdom ETF made up 1.25% of Mittelman Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Mittelman Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q3 2025 and has held it in 4 quarters since.
  • Mittelman Wealth Management's iShares MSCI United Kingdom ETF position peaked at $2.12M in Q1 2026.
  • 276 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.