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Rothschild & Co Wealth Management (UK)’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Rothschild & Co Wealth Management (UK)’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 		$8M Sell
173,384
-60,183
-26% -$2.81M 0.12% 19
2026
Q1 		$10.6M Sell
233,567
-45,595
-16% -$2.1M 0.16% 18
2025
Q4 		$12.3M Buy
279,162
+23,887
+9% +$1.02M 0.19% 17
2025
Q3 		$10.7M Buy
255,275
+20,798
+9% +$851K 0.17% 17
2025
Q2 		$9.31M Sell
234,477
-99,042
-30% -$3.81M 0.14% 19
2025
Q1 		$12.5M Buy
333,519
+21,069
+7% +$762K 0.21% 17
2024
Q4 		$10.6M Buy
312,450
+67,605
+28% +$2.41M 0.19% 17
2024
Q3 		$9.16M Buy
244,845
+6,536
+3% +$237K 0.15% 19
2024
Q2 		$8.31M Sell
238,309
-1,048
-0.4% -$36.9K 0.14% 18
2024
Q1 		$8.19M Buy
239,357
+72,052
+43% +$2.37M 0.14% 18
2023
Q4 		$5.53M Sell
167,305
-32,512
-16% -$1.04M 0.09% 19
2023
Q3 		$6.32M Sell
199,817
-163
-0.1% -$5.25K 0.11% 21
2023
Q2 		$6.47M Buy
199,980
+526
+0.3% +$17.3K 0.12% 21
2023
Q1 		$6.43M Buy
199,454
+31,037
+18% +$996K 0.13% 19
2022
Q4 		$5.16M Buy
168,417
+5,021
+3% +$147K 0.11% 18
2022
Q3 		$4.28M Sell
163,396
-600
-0.4% -$17.6K 0.1% 18
2022
Q2 		$4.91M Hold
163,996
– – 0.11% 18
2022
Q1 		$5.52M Buy
163,996
+10,623
+7% +$357K 0.1% 17
2021
Q4 		$5.08M Buy
153,373
+5,142
+3% +$170K 0.08% 15
2021
Q3 		$4.78M Buy
148,231
+112,885
+319% +$3.71M 0.08% 15
2021
Q2 		$1.16M Sell
35,346
-65,008
-65% -$2.15M 0.02% 23
2021
Q1 		$3.14M Buy
100,354
+67,380
+204% +$2.08M 0.06% 18
2020
Q4 		$966K Buy
32,974
+2,193
+7% +$60.4K 0.02% 24
2020
Q3 		$785K Sell
30,781
-6,661
-18% -$175K 0.02% 23
2020
Q2 		$965K Hold
37,442
– – 0.02% 23
2020
Q1 		$894K Sell
37,442
-329
-0.9% -$9.85K 0.02% 22
2019
Q4 		$1.29M Sell
37,771
-3,091
-8% -$101K 0.03% 21
2019
Q3 		$1.28M Sell
40,862
-120,802
-75% -$3.76M 0.03% 21
2019
Q2 		$5.22M Buy
161,664
+80,424
+99% +$2.65M 0.1% 15
2019
Q1 		$2.68M Buy
81,240
+34,782
+75% +$1.11M 0.08% 17
2018
Q4 		$1.36M Sell
46,458
-227
-0.5% -$7.15K 0.05% 18
2018
Q3 		$1.59M Buy
46,685
+266
+0.6% +$9.09K 0.05% 18
2018
Q2 		$1.61M Sell
46,419
-1,038
-2% -$37.4K 0.05% 17
2018
Q1 		$1.65M Buy
47,457
+6,616
+16% +$236K 0.06% 18
2017
Q4 		$1.46M Sell
40,841
-4,764
-10% -$167K 0.05% 19
2017
Q3 		$1.59M Sell
45,605
-18,583
-29% -$631K 0.06% 16
2017
Q2 		$2.14M Buy
64,188
+3,562
+6% +$120K 0.09% 17
2017
Q1 		$1.97M Buy
60,626
+1,941
+3% +$61.7K 0.09% 16
2016
Q4 		$1.8M Hold
58,685
– – 0.1% 13
2016
Q3 		$1.86M Buy
+58,685
New +$1.84M 0.13% 12

Other funds holding EWU

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s EWU Position: Q2 2026 in Review

Rothschild & Co Wealth Management (UK) reduced its iShares MSCI United Kingdom ETF (EWU) stake by 26% in Q2 2026, selling an estimated $2.81M and leaving 173,384 shares worth $8M. The position accounts for 0.12% of the portfolio, ranked #19.

Rothschild & Co Wealth Management (UK) first reported a position in EWU in Q3 2016 and has held it in 40 quarters since. The position peaked at $12.5M in Q1 2025. 130 funds tracked by Wall St. Rank hold EWU as of Q2 2026.

  • Rothschild & Co Wealth Management (UK) held 173,384 shares of iShares MSCI United Kingdom ETF worth $8M as of Q2 2026.
  • Rothschild & Co Wealth Management (UK) sold 60,183 iShares MSCI United Kingdom ETF shares in Q2 2026, an estimated $2.81M.
  • iShares MSCI United Kingdom ETF made up 0.12% of Rothschild & Co Wealth Management (UK)'s portfolio in Q2 2026, its #19 holding.
  • Rothschild & Co Wealth Management (UK) first reported a position in iShares MSCI United Kingdom ETF in Q3 2016 and has held it in 40 quarters since.
  • Rothschild & Co Wealth Management (UK)'s iShares MSCI United Kingdom ETF position peaked at $12.5M in Q1 2025.
  • 130 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2026.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q2 2026, filed 28 Jul 2026.