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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
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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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
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

Root Financial Partners's EWU Position: Q1 2026 in Review

Root Financial Partners reduced its iShares MSCI United Kingdom ETF (EWU) stake by 21% in Q1 2026, selling an estimated $1.61K and leaving 128 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

Root Financial Partners first reported a position in EWU in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.3K in Q3 2025. 280 funds tracked by Wall St. Rank hold EWU as of Q1 2026.

  • Root Financial Partners held 128 shares of iShares MSCI United Kingdom ETF worth $5.83K as of Q1 2026.
  • Root Financial Partners sold 35 iShares MSCI United Kingdom ETF shares in Q1 2026, an estimated $1.61K.
  • iShares MSCI United Kingdom ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1892 holding.
  • Root Financial Partners first reported a position in iShares MSCI United Kingdom ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's iShares MSCI United Kingdom ETF position peaked at $7.3K in Q3 2025.
  • 280 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.