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Mount Yale Investment Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-14
Closed -$549 – 972
2025
Q2 		$549 Buy
+14
New +$538 ﹤0.01% 1413

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Wells Fargo
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FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
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

Mount Yale Investment Advisors's EWU Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2025, closing a stake of 14 shares — an estimated $549 sold.

Mount Yale Investment Advisors first reported a position in EWU in Q2 2025 and held it in 1 quarter. The position peaked at $549 in Q2 2025. 234 funds tracked by Wall St. Rank hold EWU as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 14 iShares MSCI United Kingdom ETF shares in Q3 2025, an estimated $549.
  • Mount Yale Investment Advisors first reported a position in iShares MSCI United Kingdom ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's iShares MSCI United Kingdom ETF position peaked at $549 in Q2 2025.
  • 234 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.