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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
2024
Q1 		– Sell
-2,200
Closed -$73K – 604
2023
Q4 		$73K Buy
+2,200
New +$70.2K 0.01% 367
2023
Q1 		– Sell
-7,900
Closed -$242K – 958
2022
Q4 		$242K Buy
+7,900
New +$232K 0.01% 441
2020
Q1 		– Sell
-465
Closed -$1.59M – 344
2019
Q4 		$1.59M Buy
+465
New +$15.1K 0.12% 168

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

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.