PWAC
EWU icon

Private Wealth Advisors (California)’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Private Wealth Advisors (California)’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 		$6.59M Buy
144,742
+3,214
+2% +$148K 1.85% 21
2025
Q4 		$6.22M Buy
141,528
+2,480
+2% +$106K 2.24% 14
2025
Q3 		$5.84M Sell
139,048
-1,857
-1% -$76K 2.2% 13
2025
Q2 		$5.6M Sell
140,905
-2,349
-2% -$90.3K 2.2% 14
2025
Q1 		$5.37M Buy
143,254
+17,345
+14% +$627K 2.25% 17
2024
Q4 		$4.27M Sell
125,909
-7,258
-5% -$258K 1.86% 22
2024
Q3 		$4.97M Sell
133,167
-6,909
-5% -$251K 2.02% 18
2024
Q2 		$4.88M Buy
140,076
+30,755
+28% +$1.08M 2.13% 18
2024
Q1 		$3.74M Buy
+109,321
New +$3.59M 1.57% 25

Other funds holding EWU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return