MIS
EWU icon

Morningstar Investment Services’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-29,271
Closed -$1.1M – 218
2024
Q3 		$1.1M Sell
29,271
-3,465
-11% -$126K 0.01% 203
2024
Q2 		$1.14M Sell
32,736
-1,386,263
-98% -$48.8M 0.01% 191
2024
Q1 		$48.4M Sell
1,418,999
-1,458,516
-51% -$47.9M 0.53% 51
2023
Q4 		$95.1M Buy
2,877,515
+1,403,395
+95% +$44.8M 0.54% 50
2023
Q3 		$46.8M Sell
1,474,120
-210,126
-12% -$6.77M 0.6% 41
2023
Q2 		$53.8M Sell
1,684,246
-140,483
-8% -$4.63M 0.69% 39
2023
Q1 		$58.7M Sell
1,824,729
-72,762
-4% -$2.34M 0.79% 33
2022
Q4 		$58.9M Sell
1,897,491
-207,591
-10% -$6.09M 0.8% 32
2022
Q3 		$59M Sell
2,105,082
-741,886
-26% -$21.8M 0.84% 34
2022
Q2 		$86M Sell
2,846,968
-844,614
-23% -$27.1M 1.15% 24
2022
Q1 		$125M Sell
3,691,582
-72,453
-2% -$2.43M 1.39% 23
2021
Q4 		$125M Sell
3,764,035
-478
-0% -$15.8K 1.39% 21
2021
Q3 		$121M Buy
3,764,513
+109,455
+3% +$3.6M 1.43% 20
2021
Q2 		$120M Buy
3,655,058
+722,517
+25% +$24M 1.44% 19
2021
Q1 		$92.2M Buy
2,932,541
+17,111
+0.6% +$528K 1.2% 23
2020
Q4 		$85.4M Sell
2,915,430
-33,222
-1% -$916K 1.19% 23
2020
Q3 		$75.3M Buy
2,948,652
+224,271
+8% +$5.91M 1.17% 24
2020
Q2 		$70.2M Sell
2,724,381
-52,714
-2% -$1.33M 1.15% 25
2020
Q1 		$66M Buy
2,777,095
+469,640
+20% +$14.1M 1.2% 24
2019
Q4 		$78.7M Sell
2,307,455
-78,202
-3% -$2.54M 1.24% 25
2019
Q3 		$75M Buy
2,385,657
+42,747
+2% +$1.33M 1.27% 25
2019
Q2 		$75.7M Buy
2,342,910
+141,075
+6% +$4.64M 1.25% 24
2019
Q1 		$72.7M Buy
2,201,835
+25,627
+1% +$816K 1.25% 24
2018
Q4 		$63.9M Buy
2,176,208
+341,026
+19% +$10.7M 1.25% 21
2018
Q3 		$62.6M Buy
1,835,182
+176,062
+11% +$6.01M 1.13% 25
2018
Q2 		$57.7M Buy
1,659,120
+912,144
+122% +$32.8M 1.08% 28
2018
Q1 		$26M Buy
+746,976
New +$26.6M 0.5% 66

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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

Morningstar Investment Services's EWU Position: Q4 2024 in Review

Morningstar Investment Services sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2024, closing a stake of 29,271 shares — an estimated $1.1M sold.

Morningstar Investment Services first reported a position in EWU in Q1 2018 and held it in 27 quarters. The position peaked at $125M in Q1 2022. 215 funds tracked by Wall St. Rank hold EWU as of Q4 2024.

  • Morningstar Investment Services reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 29,271 iShares MSCI United Kingdom ETF shares in Q4 2024, an estimated $1.1M.
  • Morningstar Investment Services first reported a position in iShares MSCI United Kingdom ETF in Q1 2018 and held it in 27 quarters.
  • Morningstar Investment Services's iShares MSCI United Kingdom ETF position peaked at $125M in Q1 2022.
  • 215 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.