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Venturi Wealth Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Venturi Wealth Management’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
Q1 		– Sell
-2,251
Closed -$76.3K – 978
2024
Q4 		$76.3K Hold
2,251
– – ﹤0.01% 877
2024
Q3 		$84.2K Sell
2,251
-24
-1% -$871 ﹤0.01% 614
2024
Q2 		$79.4K Sell
2,275
-33
-1% -$1.16K ﹤0.01% 550
2024
Q1 		$79K Sell
2,308
-45,681
-95% -$1.5M 0.01% 442
2023
Q4 		$1.59M Buy
47,989
+39
+0.1% +$1.24K 0.11% 109
2023
Q3 		$1.52M Buy
47,950
+1,334
+3% +$43K 0.12% 101
2023
Q2 		$1.51M Buy
46,616
+4,298
+10% +$142K 0.12% 96
2023
Q1 		$1.37M Buy
42,318
+3,771
+10% +$121K 0.11% 110
2022
Q4 		$1.18M Buy
38,547
+45
+0.1% +$1.32K 0.1% 135
2022
Q3 		$1.01M Buy
+38,502
New +$1.13M 0.1% 138
2017
Q3 		– Sell
-31,346
Closed -$1.04M – 186
2017
Q2 		$1.04M Buy
+31,346
New +$1.05M 0.24% 96

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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

Venturi Wealth Management's EWU Position: Q1 2025 in Review

Venturi Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2025, closing a stake of 2,251 shares — an estimated $76.3K sold.

Venturi Wealth Management first reported a position in EWU in Q2 2017 and held it in 11 quarters. The position peaked at $1.59M in Q4 2023. 224 funds tracked by Wall St. Rank hold EWU as of Q1 2025.

  • Venturi Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 2,251 iShares MSCI United Kingdom ETF shares in Q1 2025, an estimated $76.3K.
  • Venturi Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q2 2017 and held it in 11 quarters.
  • Venturi Wealth Management's iShares MSCI United Kingdom ETF position peaked at $1.59M in Q4 2023.
  • 224 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.