The Family Firm’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$460K Sell
11,588
-2,007
-15% -$77.1K 0.11% 80
2025
Q1
$509K Buy
13,595
+1
+0% +$36 0.11% 113
2024
Q4
$461K Buy
13,594
+233
+2% +$8.3K 0.1% 123
2024
Q3
$500K Hold
13,361
0.11% 117
2024
Q2
$466K Buy
13,361
+208
+2% +$7.32K 0.1% 118
2024
Q1
$450K Hold
13,153
0.11% 123
2023
Q4
$435K Buy
13,153
+232
+2% +$7.4K 0.11% 116
2023
Q3
$409K Sell
12,921
-320
-2% -$10.3K 0.11% 114
2023
Q2
$428K Buy
13,241
+200
+2% +$6.59K 0.11% 112
2023
Q1
$421K Hold
13,041
0.12% 109
2022
Q4
$400K Sell
13,041
-897
-6% -$26.3K 0.12% 117
2022
Q3
$365K Sell
13,938
-6,205
-31% -$182K 0.12% 112
2022
Q2
$603K Buy
20,143
+338
+2% +$10.9K 0.18% 88
2022
Q1
$666K Hold
19,805
0.17% 85
2021
Q4
$656K Sell
19,805
-209
-1% -$6.91K 0.17% 85
2021
Q3
$678K Sell
20,014
-3,180
-14% -$104K 0.18% 80
2021
Q2
$758K Buy
23,194
+1,565
+7% +$51.9K 0.21% 78
2021
Q1
$677K Sell
21,629
-854
-4% -$26.3K 0.2% 77
2020
Q4
$687K Buy
22,483
+5,931
+36% +$163K 0.2% 76
2020
Q3
$422K Sell
16,552
-4,552
-22% -$120K 0.15% 93
2020
Q2
$544K Buy
21,104
+1,571
+8% +$39.7K 0.2% 75
2020
Q1
$466K Buy
19,533
+7,276
+59% +$218K 0.2% 76
2019
Q4
$418K Buy
+12,257
New +$399K 0.14% 98

Other funds holding EWU

The Family Firm's EWU Position: Q2 2025 in Review

The Family Firm reduced its iShares MSCI United Kingdom ETF (EWU) stake by 15% in Q2 2025, selling an estimated $77.1K and leaving 11,588 shares worth $460K. The position accounts for 0.11% of the portfolio, ranked #80.

The Family Firm first reported a position in EWU in Q4 2019 and has held it in 23 quarters since. The position peaked at $758K in Q2 2021. 231 funds tracked by Wall St. Rank hold EWU as of Q2 2025.

  • The Family Firm held 11,588 shares of iShares MSCI United Kingdom ETF worth $460K as of Q2 2025.
  • The Family Firm sold 2,007 iShares MSCI United Kingdom ETF shares in Q2 2025, an estimated $77.1K.
  • iShares MSCI United Kingdom ETF made up 0.11% of The Family Firm's portfolio in Q2 2025, its #80 holding.
  • The Family Firm first reported a position in iShares MSCI United Kingdom ETF in Q4 2019 and has held it in 23 quarters since.
  • The Family Firm's iShares MSCI United Kingdom ETF position peaked at $758K in Q2 2021.
  • 231 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.