Summit Securities Group’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Summit Securities Group’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	–	Sell	-14,900	Closed	-$655K	–	1151
2025 Q4	$655K	Buy	+14,900	New	+$638K	0.09%	167
2025 Q1	–	Sell	-8,900	Closed	-$302K	–	887
2024 Q4	$302K	Buy	+8,900	New	+$317K	0.06%	163
2024 Q1	–	Sell	-3,501	Closed	-$116K	–	603
2023 Q4	$116K	Buy	+3,501	New	+$112K	0.01%	313
2023 Q1	–	Sell	-7,900	Closed	-$242K	–	957
2022 Q4	$242K	Buy	+7,900	New	+$232K	0.01%	440
2021 Q1	–	Sell	-7,100	Closed	-$208K	–	626
2020 Q4	$208K	Buy	+7,100	New	+$196K	0.02%	522
2020 Q1	–	Sell	-46,500	Closed	-$1.59M	–	343
2019 Q4	$1.59M	Buy	+46,500	New	+$1.51M	0.12%	167
2015 Q3	–	Sell	-150	Closed	-$5K	–	407
2015 Q2	$5K	Buy	+150	New	+$5.74K	﹤0.01%	409

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

Summit Securities Group's EWU Position: Q1 2026 in Review

Summit Securities Group sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2026, closing a stake of 14,900 shares — an estimated $655K sold.

Summit Securities Group first reported a position in EWU in Q2 2015 and held it in 7 quarters. The position peaked at $1.59M in Q4 2019. 280 funds tracked by Wall St. Rank hold EWU as of Q1 2026.

Summit Securities Group reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2026 after selling out during the quarter.
Summit Securities Group sold 14,900 iShares MSCI United Kingdom ETF shares in Q1 2026, an estimated $655K.
Summit Securities Group first reported a position in iShares MSCI United Kingdom ETF in Q2 2015 and held it in 7 quarters.
Summit Securities Group's iShares MSCI United Kingdom ETF position peaked at $1.59M in Q4 2019.
280 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.