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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

CSM Advisors's EWU Position: Q1 2026 in Review

CSM Advisors increased its iShares MSCI United Kingdom ETF (EWU) stake by 4% in Q1 2026, buying an estimated $242K and bringing the position to 136,873 shares worth $6.24M. The position accounts for 0.15% of the portfolio, ranked #151.

CSM Advisors first reported a position in EWU in Q3 2022 and has held it in 15 quarters since. 280 funds tracked by Wall St. Rank hold EWU as of Q1 2026.

  • CSM Advisors held 136,873 shares of iShares MSCI United Kingdom ETF worth $6.24M as of Q1 2026.
  • CSM Advisors bought 5,250 iShares MSCI United Kingdom ETF shares in Q1 2026, an estimated $242K.
  • iShares MSCI United Kingdom ETF made up 0.15% of CSM Advisors's portfolio in Q1 2026, its #151 holding.
  • CSM Advisors first reported a position in iShares MSCI United Kingdom ETF in Q3 2022 and has held it in 15 quarters since.
  • 280 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.