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Kaizen Financial Strategies’s iShares MSCI Italy ETF EWI Stock Holding History

Kaizen Financial Strategies’s Portfolio EWI Stock Details EWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,800
Closed -$424K – 175
2025
Q4 		$424K Hold
7,800
– – 0.19% 95
2025
Q3 		$404K Buy
7,800
+600
+8% +$30.1K 0.18% 99
2025
Q2 		$347K Buy
+7,200
New +$325K 0.18% 104

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PWM
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Kaizen Financial Strategies's EWI Position: Q1 2026 in Review

Kaizen Financial Strategies sold out of iShares MSCI Italy ETF (EWI) in Q1 2026, closing a stake of 7,800 shares — an estimated $424K sold.

Kaizen Financial Strategies first reported a position in EWI in Q2 2025 and held it in 3 quarters. The position peaked at $424K in Q4 2025. 110 funds tracked by Wall St. Rank hold EWI as of Q1 2026.

  • Kaizen Financial Strategies reported no remaining iShares MSCI Italy ETF position as of Q1 2026 after selling out during the quarter.
  • Kaizen Financial Strategies sold 7,800 iShares MSCI Italy ETF shares in Q1 2026, an estimated $424K.
  • Kaizen Financial Strategies first reported a position in iShares MSCI Italy ETF in Q2 2025 and held it in 3 quarters.
  • Kaizen Financial Strategies's iShares MSCI Italy ETF position peaked at $424K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q1 2026.

Based on Kaizen Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.