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PlanWiser Financial’s iShares MSCI United Kingdom ETF EWU Stock Holding History

PlanWiser Financial’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 		$1.46M Buy
31,610
+1,132
+4% +$52.9K 1.01% 31
2026
Q1 		$1.46M Sell
30,478
-9,749
-24% -$449K 1.05% 28
2025
Q4 		$1.82M Buy
+40,227
New +$1.72M 1.36% 25

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

PlanWiser Financial's EWU Position: Q2 2026 in Review

PlanWiser Financial increased its iShares MSCI United Kingdom ETF (EWU) stake by 3.7% in Q2 2026, buying an estimated $52.9K and bringing the position to 31,610 shares worth $1.46M. The position accounts for 1.01% of the portfolio, ranked #31.

PlanWiser Financial first reported a position in EWU in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.82M in Q4 2025. 277 funds tracked by Wall St. Rank hold EWU as of Q2 2026.

  • PlanWiser Financial held 31,610 shares of iShares MSCI United Kingdom ETF worth $1.46M as of Q2 2026.
  • PlanWiser Financial bought 1,132 iShares MSCI United Kingdom ETF shares in Q2 2026, an estimated $52.9K.
  • iShares MSCI United Kingdom ETF made up 1.01% of PlanWiser Financial's portfolio in Q2 2026, its #31 holding.
  • PlanWiser Financial first reported a position in iShares MSCI United Kingdom ETF in Q4 2025 and has held it in 3 quarters since.
  • PlanWiser Financial's iShares MSCI United Kingdom ETF position peaked at $1.82M in Q4 2025.
  • 277 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.