WA
EWU icon

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

Waverly 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
2026
Q1 		$3.67M Buy
80,570
+979
+1% +$45.1K 0.03% 489
2025
Q4 		$3.5M Buy
+79,591
New +$3.41M 0.03% 457
2015
Q1 		– Sell
-225
Closed -$8K – 367
2014
Q4 		$8K Hold
225
– – ﹤0.01% 341
2014
Q3 		$9K Buy
225
+97
+76% +$3.96K ﹤0.01% 500
2014
Q2 		$5K Buy
+128
New +$5.48K ﹤0.01% 578
2014
Q1 		– Sell
-1,059
Closed -$44K – 745
2013
Q4 		$44K Buy
1,059
+570
+117% +$23K 0.02% 350
2013
Q3 		$19K Buy
+489
New +$18.6K 0.01% 358

Other funds holding EWU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return