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CSM Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

CSM 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 		$5.89M Sell
127,717
-9,156
-7% -$428K 0.13% 202
2026
Q1 		$6.24M Buy
136,873
+5,250
+4% +$242K 0.15% 151
2025
Q4 		$5.79M Buy
131,623
+28,614
+28% +$1.23M 0.16% 142
2025
Q3 		$4.33M Buy
103,009
+12,722
+14% +$521K 0.12% 197
2025
Q2 		$3.58M Hold
90,287
– – 0.1% 233
2025
Q1 		$3.38M Sell
90,287
-626
-0.7% -$22.6K 0.18% 81
2024
Q4 		$3.08M Buy
90,913
+6,487
+8% +$231K 0.14% 83
2024
Q3 		$3.16M Buy
84,426
+2,687
+3% +$97.5K 0.21% 85
2024
Q2 		$2.85M Buy
81,739
+15,225
+23% +$536K 0.2% 79
2024
Q1 		$2.27M Buy
66,514
+136
+0.2% +$4.47K 0.15% 92
2023
Q4 		$2.19M Sell
66,378
-393
-0.6% -$12.5K 0.16% 91
2023
Q3 		$2.11M Hold
66,771
– – 0.18% 84
2023
Q2 		$2.16M Buy
66,771
+772
+1% +$25.4K 0.16% 87
2023
Q1 		$2.13M Buy
65,999
+1,145
+2% +$36.8K 0.18% 84
2022
Q4 		$1.99M Buy
64,854
+22,519
+53% +$660K 0.19% 81
2022
Q3 		$1.11M Buy
+42,335
New +$1.24M 0.12% 93

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

CSM Advisors's EWU Position: Q2 2026 in Review

CSM Advisors reduced its iShares MSCI United Kingdom ETF (EWU) stake by 6.7% in Q2 2026, selling an estimated $428K and leaving 127,717 shares worth $5.89M. The position accounts for 0.13% of the portfolio, ranked #202.

CSM Advisors first reported a position in EWU in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.24M in Q1 2026. 276 funds tracked by Wall St. Rank hold EWU as of Q2 2026.

  • CSM Advisors held 127,717 shares of iShares MSCI United Kingdom ETF worth $5.89M as of Q2 2026.
  • CSM Advisors sold 9,156 iShares MSCI United Kingdom ETF shares in Q2 2026, an estimated $428K.
  • iShares MSCI United Kingdom ETF made up 0.13% of CSM Advisors's portfolio in Q2 2026, its #202 holding.
  • CSM Advisors first reported a position in iShares MSCI United Kingdom ETF in Q3 2022 and has held it in 16 quarters since.
  • CSM Advisors's iShares MSCI United Kingdom ETF position peaked at $6.24M in Q1 2026.
  • 276 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2026.

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