CT
EWU icon

Caldwell Trust’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Caldwell Trust’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
2023
Q3 		– Sell
-13
Closed -$421 – 730
2023
Q2 		$421 Buy
+13
New +$428 ﹤0.01% 750

Other funds holding EWU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Caldwell Trust's EWU Position: Q3 2023 in Review

Caldwell Trust sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2023, closing a stake of 13 shares — an estimated $421 sold.

Caldwell Trust first reported a position in EWU in Q2 2023 and held it in 1 quarter. The position peaked at $421 in Q2 2023. 221 funds tracked by Wall St. Rank hold EWU as of Q3 2023.

  • Caldwell Trust reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2023 after selling out during the quarter.
  • Caldwell Trust sold 13 iShares MSCI United Kingdom ETF shares in Q3 2023, an estimated $421.
  • Caldwell Trust first reported a position in iShares MSCI United Kingdom ETF in Q2 2023 and held it in 1 quarter.
  • Caldwell Trust's iShares MSCI United Kingdom ETF position peaked at $421 in Q2 2023.
  • 221 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2023.

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