Root Financial Partners
EWU icon

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
Q3 		$8.14K Buy
+175
New +$8.35K ﹤0.01% 2017
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

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UBS Group
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Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Root Financial Partners's EWU Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares MSCI United Kingdom ETF (EWU) in Q3 2026: 175 shares worth $8.14K. The stake represents ﹤0.01% of the portfolio and ranks #2017 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EWU as recently as Q1 2026.

Root Financial Partners first reported a position in EWU in Q3 2025 and has held it in 4 quarters since. 227 funds tracked by Wall St. Rank hold EWU as of Q3 2026.

  • Root Financial Partners held 175 shares of iShares MSCI United Kingdom ETF worth $8.14K as of Q3 2026.
  • iShares MSCI United Kingdom ETF was a new Root Financial Partners position in Q3 2026.
  • iShares MSCI United Kingdom ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2017 holding.
  • Root Financial Partners first reported a position in iShares MSCI United Kingdom ETF in Q3 2025 and has held it in 4 quarters since.
  • 227 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.