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Valeo Financial Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Valeo Financial Advisors’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
2025
Q2 		– Sell
-5,495
Closed -$206K – 794
2025
Q1 		$206K Buy
+5,495
New +$199K 0.01% 639
2024
Q1 		– Sell
-9,215
Closed -$305K – 681
2023
Q4 		$305K Buy
9,215
+28
+0.3% +$893 0.01% 484
2023
Q3 		$291K Buy
9,187
+469
+5% +$15.1K 0.01% 470
2023
Q2 		$282K Sell
8,718
-489
-5% -$16.1K 0.01% 445
2023
Q1 		$297K Buy
9,207
+901
+11% +$28.9K 0.01% 448
2022
Q4 		$255K Buy
8,306
+356
+4% +$10.4K 0.01% 424
2022
Q3 		$208K Sell
7,950
-2,000
-20% -$58.7K 0.01% 433
2022
Q2 		$298K Hold
9,950
– – 0.02% 346
2022
Q1 		$335K Buy
+9,950
New +$334K 0.02% 424
2021
Q2 		– Sell
-5,260
Closed -$165K – 929
2021
Q1 		$165K Hold
5,260
– – 0.01% 487
2020
Q4 		$154K Hold
5,260
– – 0.01% 467
2020
Q3 		$134K Hold
5,260
– – 0.01% 414
2020
Q2 		$135K Hold
5,260
– – 0.01% 407
2020
Q1 		$131K Buy
+5,260
New +$157K 0.01% 367
2019
Q3 		– Sell
-325
Closed -$11K – 1592
2019
Q2 		$11K Buy
+325
New +$10.7K ﹤0.01% 994
2019
Q1 		– Sell
-913
Closed -$27K – 1573
2018
Q4 		$27K Buy
913
+20
+2% +$630 ﹤0.01% 626
2018
Q3 		$28K Hold
893
– – ﹤0.01% 669
2018
Q2 		$30K Buy
893
+21
+2% +$756 ﹤0.01% 651
2018
Q1 		$30K Hold
872
– – ﹤0.01% 606
2017
Q4 		$31K Buy
872
+16
+2% +$559 0.01% 573
2017
Q3 		$30K Buy
+856
New +$29.1K 0.01% 496

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Valeo Financial Advisors's EWU Position: Q2 2025 in Review

Valeo Financial Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2025, closing a stake of 5,495 shares — an estimated $206K sold.

Valeo Financial Advisors first reported a position in EWU in Q3 2017 and held it in 21 quarters. The position peaked at $335K in Q1 2022. 231 funds tracked by Wall St. Rank hold EWU as of Q2 2025.

  • Valeo Financial Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 5,495 iShares MSCI United Kingdom ETF shares in Q2 2025, an estimated $206K.
  • Valeo Financial Advisors first reported a position in iShares MSCI United Kingdom ETF in Q3 2017 and held it in 21 quarters.
  • Valeo Financial Advisors's iShares MSCI United Kingdom ETF position peaked at $335K in Q1 2022.
  • 231 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2025.

Based on Valeo Financial Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.