Caldwell Trust’s iShares MSCI Netherlands ETF EWN Stock Holding History

Caldwell Trust’s Portfolio EWN Stock Details EWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-13	Closed	-$563	–	726
2023 Q2	$563	Buy	+13	New	+$550	﹤0.01%	744

Other funds holding EWN

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Caldwell Trust's EWN Position: Q3 2023 in Review

Caldwell Trust sold out of iShares MSCI Netherlands ETF (EWN) in Q3 2023, closing a stake of 13 shares — an estimated $563 sold.

Caldwell Trust first reported a position in EWN in Q2 2023 and held it in 1 quarter. The position peaked at $563 in Q2 2023. 58 funds tracked by Wall St. Rank hold EWN as of Q3 2023.

Caldwell Trust reported no remaining iShares MSCI Netherlands ETF position as of Q3 2023 after selling out during the quarter.
Caldwell Trust sold 13 iShares MSCI Netherlands ETF shares in Q3 2023, an estimated $563.
Caldwell Trust first reported a position in iShares MSCI Netherlands ETF in Q2 2023 and held it in 1 quarter.
Caldwell Trust's iShares MSCI Netherlands ETF position peaked at $563 in Q2 2023.
58 funds tracked by Wall St. Rank held iShares MSCI Netherlands ETF as of Q3 2023.

Based on Caldwell Trust's 13F filing for Q3 2023, filed 1 Oct 2025.