Rothschild & Co Wealth Management UK Ltd quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Rothschild & Co Wealth Management UK Ltd opened 0 positions, added to 0, reduced 4, sold out of 0 and left 1 unchanged. The largest increase in value was AAXJ (+$485,282); the largest decrease was EWU (-$2,641,375).
- EWU: Country of operation —; Class MSCI UK ETF NEW; Shares 2026-03-31 233,567; Shares 2026-06-30 173,384.
- IEMG: Country of operation —; Class CORE MSCI EMKT; Shares 2026-03-31 62,909; Shares 2026-06-30 30,352.
- VGK: Country of operation —; Class FTSE EUROPE ETF; Shares 2026-03-31 24,443; Shares 2026-06-30 8,666.
- AAXJ: Country of operation —; Class MSCI AC ASIA ETF; Shares 2026-03-31 50,372; Shares 2026-06-30 44,713.
Two Form 13F-HR filings compared (SEC CIK 1784260): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-07-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| BOKF, NA | United States | $6.540B | 1,421 |
| SIGNATUREFD, LLC | United States | $6.525B | 3,488 |
| Perpetual Ltd | Australia | $6.520B | 736 |
| Simplify Asset Management Inc. | United States | $6.516B | 143 |
| LYRICAL ASSET MANAGEMENT LP | United States | $6.556B | 39 |
| OAKTREE CAPITAL MANAGEMENT LP | United States | $6.557B | 147 |
| TENOR CAPITAL MANAGEMENT Co., L.P. | United States | $6.492B | 501 |
| HARBOUR INVESTMENTS, INC. | United States | $6.479B | 4,673 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | United States | $6.598B | 874 |
| Aware Super Pty Ltd as trustee of Aware Super | Australia | $6.601B | 235 |