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
Q2 		$4.23M Buy
91,744
+11,174
+14% +$522K 0.02% 491
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 $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Waverly Advisors's EWU Position: Q2 2026 in Review

Waverly Advisors increased its iShares MSCI United Kingdom ETF (EWU) stake by 14% in Q2 2026, buying an estimated $522K and bringing the position to 91,744 shares worth $4.23M. The position accounts for 0.02% of the portfolio, ranked #491.

Waverly Advisors first reported a position in EWU in Q3 2013 and has held it in 8 quarters since. 277 funds tracked by Wall St. Rank hold EWU as of Q2 2026.

  • Waverly Advisors held 91,744 shares of iShares MSCI United Kingdom ETF worth $4.23M as of Q2 2026.
  • Waverly Advisors bought 11,174 iShares MSCI United Kingdom ETF shares in Q2 2026, an estimated $522K.
  • iShares MSCI United Kingdom ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #491 holding.
  • Waverly Advisors first reported a position in iShares MSCI United Kingdom ETF in Q3 2013 and has held it in 8 quarters since.
  • 277 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.