WMS Partners’s iShares MSCI United Kingdom ETF EWU Stock Holding History

WMS Partners’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	-30,000	Closed	-$1.02M	–	88
2024 Q4	$1.02M	Hold	30,000	–	–	0.06%	119
2024 Q3	$1.12M	Hold	30,000	–	–	0.06%	114
2024 Q2	$1.05M	Hold	30,000	–	–	0.07%	105
2024 Q1	$1.03M	Hold	30,000	–	–	0.07%	110
2023 Q4	$992K	Hold	30,000	–	–	0.07%	106
2023 Q3	$949K	Hold	30,000	–	–	0.08%	98
2023 Q2	$970K	Hold	30,000	–	–	0.08%	103
2023 Q1	$968K	Hold	30,000	–	–	0.08%	96
2022 Q4	$920K	Hold	30,000	–	–	0.09%	103
2022 Q3	$786K	Buy	+30,000	New	+$881K	0.11%	108

Other funds holding EWU

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

WMS Partners's EWU Position: Q1 2025 in Review

WMS Partners sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2025, closing a stake of 30,000 shares — an estimated $1.02M sold.

WMS Partners first reported a position in EWU in Q3 2022 and held it in 10 quarters. The position peaked at $1.12M in Q3 2024. 224 funds tracked by Wall St. Rank hold EWU as of Q1 2025.

WMS Partners reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 30,000 iShares MSCI United Kingdom ETF shares in Q1 2025, an estimated $1.02M.
WMS Partners first reported a position in iShares MSCI United Kingdom ETF in Q3 2022 and held it in 10 quarters.
WMS Partners's iShares MSCI United Kingdom ETF position peaked at $1.12M in Q3 2024.
224 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.