Values Added Financial’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Values Added Financial’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 Q3	$213K	Sell	4,584 -1,176	-20%	-$56.1K	0.08%	135
2026 Q2	$266K	Hold	5,760	–	–	0.1%	117
2026 Q1	$262K	Hold	5,760	–	–	0.11%	110
2025 Q4	$253K	Hold	5,760	–	–	0.11%	110
2025 Q3	$242K	Hold	5,760	–	–	0.11%	112
2025 Q2	$229K	Hold	5,760	–	–	0.11%	114
2025 Q1	$216K	Buy	+5,760	New	+$208K	0.12%	111
2024 Q4	–	Sell	-5,760	Closed	-$215K	–	116
2024 Q3	$215K	Hold	5,760	–	–	0.14%	99
2024 Q2	$201K	Buy	+5,760	New	+$203K	0.14%	91
2023 Q3	–	Sell	-6,223	Closed	-$201K	–	83
2023 Q2	$201K	Buy	+6,223	New	+$205K	0.19%	78

Other funds holding EWU

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Values Added Financial's EWU Position: Q3 2026 in Review

Values Added Financial reduced its iShares MSCI United Kingdom ETF (EWU) stake by 20% in Q3 2026, selling an estimated $56.1K and leaving 4,584 shares worth $213K. The position accounts for 0.08% of the portfolio, ranked #135.

Values Added Financial first reported a position in EWU in Q2 2023 and has held it in 10 quarters since. The position peaked at $266K in Q2 2026. 79 funds tracked by Wall St. Rank hold EWU as of Q3 2026.

Values Added Financial held 4,584 shares of iShares MSCI United Kingdom ETF worth $213K as of Q3 2026.
Values Added Financial sold 1,176 iShares MSCI United Kingdom ETF shares in Q3 2026, an estimated $56.1K.
iShares MSCI United Kingdom ETF made up 0.08% of Values Added Financial's portfolio in Q3 2026, its #135 holding.
Values Added Financial first reported a position in iShares MSCI United Kingdom ETF in Q2 2023 and has held it in 10 quarters since.
Values Added Financial's iShares MSCI United Kingdom ETF position peaked at $266K in Q2 2026.
79 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.