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

Root Financial Partners’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 		– Sell
-128
Closed -$5.83K – 1298
2026
Q1 		$5.83K Sell
128
-35
-21% -$1.61K ﹤0.01% 1892
2025
Q4 		$7.17K Sell
163
-11
-6% -$471 ﹤0.01% 1639
2025
Q3 		$7.3K Buy
+174
New +$7.12K ﹤0.01% 1573

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

Root Financial Partners's EWU Position: Q2 2026 in Review

Root Financial Partners sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2026, closing a stake of 128 shares — an estimated $5.83K sold.

Root Financial Partners first reported a position in EWU in Q3 2025 and held it in 3 quarters. The position peaked at $7.3K in Q3 2025. 277 funds tracked by Wall St. Rank hold EWU as of Q2 2026.

  • Root Financial Partners reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 128 iShares MSCI United Kingdom ETF shares in Q2 2026, an estimated $5.83K.
  • Root Financial Partners first reported a position in iShares MSCI United Kingdom ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares MSCI United Kingdom ETF position peaked at $7.3K in Q3 2025.
  • 277 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.