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SageView Advisory Group’s iShares MSCI United Kingdom ETF EWU Stock Holding History

SageView Advisory Group’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 		$1.4M Buy
30,417
+6,026
+25% +$282K 0.05% 200
2026
Q1 		$1.11M Buy
24,391
+7,389
+43% +$340K 0.04% 218
2025
Q4 		$748K Buy
+17,002
New +$728K 0.03% 292

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

SageView Advisory Group's EWU Position: Q2 2026 in Review

SageView Advisory Group increased its iShares MSCI United Kingdom ETF (EWU) stake by 25% in Q2 2026, buying an estimated $282K and bringing the position to 30,417 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #200.

SageView Advisory Group first reported a position in EWU in Q4 2025 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold EWU as of Q2 2026.

  • SageView Advisory Group held 30,417 shares of iShares MSCI United Kingdom ETF worth $1.4M as of Q2 2026.
  • SageView Advisory Group bought 6,026 iShares MSCI United Kingdom ETF shares in Q2 2026, an estimated $282K.
  • iShares MSCI United Kingdom ETF made up 0.05% of SageView Advisory Group's portfolio in Q2 2026, its #200 holding.
  • SageView Advisory Group first reported a position in iShares MSCI United Kingdom ETF in Q4 2025 and has held it in 3 quarters since.
  • 276 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.