Global Endowment Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Global Endowment Management’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	$2.28M	Hold	50,000	–	–	0.25%	37
2025 Q4	$2.2M	Hold	50,000	–	–	0.27%	39
2025 Q3	$2.1M	Hold	50,000	–	–	0.26%	42
2025 Q2	$1.99M	Hold	50,000	–	–	0.26%	39
2025 Q1	$1.87M	Sell	50,000 -50,000	-50%	-$1.81M	0.24%	41
2024 Q4	$3.39M	Hold	100,000	–	–	0.43%	28
2024 Q3	$3.74M	Hold	100,000	–	–	0.38%	35
2024 Q2	$3.49M	Sell	100,000 -23,000	-19%	-$809K	0.37%	35
2024 Q1	$4.21M	Hold	123,000	–	–	0.44%	27
2023 Q4	$4.07M	Hold	123,000	–	–	0.45%	26
2023 Q3	$3.89M	Sell	123,000 -17,000	-12%	-$548K	0.42%	29
2023 Q2	$4.53M	Hold	140,000	–	–	0.54%	24
2023 Q1	$4.52M	Hold	140,000	–	–	0.48%	28
2022 Q4	$4.29M	Sell	140,000 -40,000	-22%	-$1.17M	0.48%	27
2022 Q3	$4.72M	Buy	180,000 +40,000	+29%	+$1.17M	0.48%	32
2022 Q2	$4.19M	Hold	140,000	–	–	0.37%	44
2022 Q1	$4.71M	Buy	140,000 +100,000	+250%	+$3.36M	0.34%	44
2021 Q4	$1.33M	Hold	40,000	–	–	0.1%	74
2021 Q3	$1.29M	Hold	40,000	–	–	0.09%	69
2021 Q2	$1.31M	Hold	40,000	–	–	0.07%	73
2021 Q1	$1.25M	Hold	40,000	–	–	0.08%	72
2020 Q4	$1.17M	Hold	40,000	–	–	0.08%	76
2020 Q3	$1.02M	Sell	40,000 -211,900	-84%	-$5.58M	0.08%	64
2020 Q2	$6.49M	Hold	251,900	–	–	0.49%	24
2020 Q1	$6.01M	Sell	251,900 -125,000	-33%	-$3.74M	0.54%	21
2019 Q4	$12.9M	Buy	376,900 +295,900	+365%	+$9.63M	0.9%	15
2019 Q3	$2.55M	Sell	81,000 -16,000	-16%	-$499K	0.22%	31
2019 Q2	$3.13M	Hold	97,000	–	–	0.3%	28
2019 Q1	$3.2M	Buy	97,000 +9,500	+11%	+$303K	0.45%	44
2018 Q4	$2.57M	Sell	87,500 -22,000	-20%	-$693K	0.55%	20
2018 Q3	$3.74M	Hold	109,500	–	–	0.5%	41
2018 Q2	$3.81M	Buy	109,500 +11,000	+11%	+$396K	0.5%	43
2018 Q1	$3.42M	Sell	98,500 -11,500	-10%	-$410K	0.49%	44
2017 Q4	$3.94M	Hold	110,000	–	–	0.57%	24
2017 Q3	$3.83M	Hold	110,000	–	–	0.54%	26
2017 Q2	$3.67M	Hold	110,000	–	–	0.5%	24
2017 Q1	$3.58M	Buy	110,000 +42,440	+63%	+$1.35M	0.52%	20
2016 Q4	$2.07M	Hold	67,560	–	–	0.32%	67
2016 Q3	$2.14M	Hold	67,560	–	–	0.35%	47
2016 Q2	$2.08M	Hold	67,560	–	–	0.44%	26
2016 Q1	$2.12M	Hold	67,560	–	–	0.45%	28
2015 Q4	$2.18M	Hold	67,560	–	–	0.4%	59
2015 Q3	$2.21M	Hold	67,560	–	–	0.33%	92
2015 Q2	$2.47M	Hold	67,560	–	–	0.34%	93
2015 Q1	$2.43M	Hold	67,560	–	–	0.38%	89
2014 Q4	$2.44M	Hold	67,560	–	–	0.41%	89
2014 Q3	$2.62M	Hold	67,560	–	–	0.4%	90
2014 Q2	$2.82M	Hold	67,560	–	–	0.43%	79
2014 Q1	$2.78M	Buy	67,560 +25,000	+59%	+$1.03M	0.44%	86
2013 Q4	$1.78M	Hold	42,560	–	–	0.36%	112
2013 Q3	$1.67M	Hold	42,560	–	–	0.42%	84
2013 Q2	$1.5M	Buy	+42,560	New	+$1.58M	0.42%	90

Other funds holding EWU

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Global Endowment Management's EWU Position: Q1 2026 in Review

Global Endowment Management held its iShares MSCI United Kingdom ETF (EWU) position steady in Q1 2026 at 50,000 shares worth $2.28M. The position accounts for 0.25% of the portfolio, ranked #37.

Global Endowment Management first reported a position in EWU in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.9M in Q4 2019. 280 funds tracked by Wall St. Rank hold EWU as of Q1 2026.

Global Endowment Management held 50,000 shares of iShares MSCI United Kingdom ETF worth $2.28M as of Q1 2026.
Global Endowment Management left its iShares MSCI United Kingdom ETF share count unchanged in Q1 2026.
iShares MSCI United Kingdom ETF made up 0.25% of Global Endowment Management's portfolio in Q1 2026, its #37 holding.
Global Endowment Management first reported a position in iShares MSCI United Kingdom ETF in Q2 2013 and has held it in 52 quarters since.
Global Endowment Management's iShares MSCI United Kingdom ETF position peaked at $12.9M in Q4 2019.
280 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2026.

Based on Global Endowment Management's 13F filing for Q1 2026, filed 14 May 2026.