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Montag & Associates’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Montag & Associates’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 		– Sell
-79,120
Closed -$3.6M – 966
2026
Q1 		$3.6M Buy
79,120
+1,605
+2% +$73.9K 0.17% 123
2025
Q4 		$3.41M Buy
77,515
+14,782
+24% +$633K 0.16% 124
2025
Q3 		$2.63M Buy
62,733
+34,863
+125% +$1.43M 0.12% 149
2025
Q2 		$1.11M Buy
+27,870
New +$1.07M 0.05% 223
2015
Q3 		– Sell
-11,109
Closed -$405K – 240
2015
Q2 		$405K Buy
11,109
+2,375
+27% +$90.9K 0.06% 189
2015
Q1 		$315K Buy
+8,734
New +$321K 0.05% 213

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

Montag & Associates's EWU Position: Q2 2026 in Review

Montag & Associates sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2026, closing a stake of 79,120 shares — an estimated $3.6M sold.

Montag & Associates first reported a position in EWU in Q1 2015 and held it in 6 quarters. The position peaked at $3.6M in Q1 2026. 277 funds tracked by Wall St. Rank hold EWU as of Q2 2026.

  • Montag & Associates reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2026 after selling out during the quarter.
  • Montag & Associates sold 79,120 iShares MSCI United Kingdom ETF shares in Q2 2026, an estimated $3.6M.
  • Montag & Associates first reported a position in iShares MSCI United Kingdom ETF in Q1 2015 and held it in 6 quarters.
  • Montag & Associates's iShares MSCI United Kingdom ETF position peaked at $3.6M in Q1 2026.
  • 277 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.