Whittier Trust’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Whittier Trust’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	$46.4K	Hold	1,000	–	–	﹤0.01%	854
2025 Q4	$45K	Hold	1,000	–	–	﹤0.01%	886
2025 Q3	$42.6K	Hold	1,000	–	–	﹤0.01%	881
2025 Q2	$39.7K	Hold	1,000	–	–	﹤0.01%	987
2025 Q1	$37.5K	Sell	1,000 -1,500	-60%	-$54.3K	﹤0.01%	991
2024 Q4	$84.7K	Buy	2,500 +668	+36%	+$23.8K	﹤0.01%	830
2024 Q3	$68.5K	Buy	1,832 +832	+83%	+$30.2K	﹤0.01%	873
2024 Q2	$34.9K	Sell	1,000 -758	-43%	-$26.7K	﹤0.01%	979
2024 Q1	$60.1K	Hold	1,758	–	–	﹤0.01%	896
2023 Q4	$58.1K	Buy	1,758 +1,000	+132%	+$31.9K	﹤0.01%	885
2023 Q3	$24K	Hold	758	–	–	﹤0.01%	1080
2023 Q2	$24.5K	Hold	758	–	–	﹤0.01%	1075
2023 Q1	$24.4K	Hold	758	–	–	﹤0.01%	1114
2022 Q4	$23.2K	Sell	758 -3,634	-83%	-$107K	﹤0.01%	1113
2022 Q3	$115K	Hold	4,392	–	–	﹤0.01%	762
2022 Q2	$132K	Hold	4,392	–	–	﹤0.01%	728
2022 Q1	$148K	Buy	4,392 +2,928	+200%	+$98.4K	﹤0.01%	737
2021 Q4	$48K	Hold	1,464	–	–	﹤0.01%	983
2021 Q3	$47K	Hold	1,464	–	–	﹤0.01%	948
2021 Q2	$48K	Buy	+1,464	New	+$48.5K	﹤0.01%	962
2018 Q4	–	Sell	-1,170	Closed	-$40K	–	1350
2018 Q3	$40K	Buy	+1,170	New	+$40K	﹤0.01%	816

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

Whittier Trust's EWU Position: Q1 2026 in Review

Whittier Trust held its iShares MSCI United Kingdom ETF (EWU) position steady in Q1 2026 at 1,000 shares worth $46.4K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Whittier Trust first reported a position in EWU in Q3 2018 and has held it in 21 quarters since. The position peaked at $148K in Q1 2022. 280 funds tracked by Wall St. Rank hold EWU as of Q1 2026.

Whittier Trust held 1,000 shares of iShares MSCI United Kingdom ETF worth $46.4K as of Q1 2026.
Whittier Trust left its iShares MSCI United Kingdom ETF share count unchanged in Q1 2026.
iShares MSCI United Kingdom ETF made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #854 holding.
Whittier Trust first reported a position in iShares MSCI United Kingdom ETF in Q3 2018 and has held it in 21 quarters since.
Whittier Trust's iShares MSCI United Kingdom ETF position peaked at $148K in Q1 2022.
280 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.