Orion Capital Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Orion Capital 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 Q1	–	Sell	-797	Closed	-$35.1K	–	504
2025 Q4	$35.1K	Hold	797	–	–	0.01%	300
2025 Q3	$33.5K	Hold	797	–	–	0.01%	298
2025 Q2	$31.7K	Hold	797	–	–	0.01%	287
2025 Q1	$29.9K	Hold	797	–	–	0.01%	282
2024 Q4	$27K	Buy	+797	New	+$28.4K	0.01%	292
2024 Q3	–	Sell	-797	Closed	-$27.8K	–	254
2024 Q2	$27.8K	Hold	797	–	–	0.01%	283
2024 Q1	$27.3K	Hold	797	–	–	0.01%	307
2023 Q4	$26.3K	Buy	+797	New	+$25.4K	0.02%	306

Other funds holding EWU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Orion Capital Management's EWU Position: Q1 2026 in Review

Orion Capital Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2026, closing a stake of 797 shares — an estimated $35.1K sold.

Orion Capital Management first reported a position in EWU in Q4 2023 and held it in 8 quarters. The position peaked at $35.1K in Q4 2025. 280 funds tracked by Wall St. Rank hold EWU as of Q1 2026.

Orion Capital Management reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2026 after selling out during the quarter.
Orion Capital Management sold 797 iShares MSCI United Kingdom ETF shares in Q1 2026, an estimated $35.1K.
Orion Capital Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2023 and held it in 8 quarters.
Orion Capital Management's iShares MSCI United Kingdom ETF position peaked at $35.1K in Q4 2025.
280 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.