Avior Wealth Management’s iShares MSCI Sweden ETF EWD Stock Holding History

Avior Wealth Management’s Portfolio EWD Stock Details EWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-5,132	Closed	-$257K	–	801
2026 Q2	$257K	Buy	+5,132	New	+$264K	0.01%	695

Other funds holding EWD

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

CAM

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Avior Wealth Management's EWD Position: Q3 2026 in Review

Avior Wealth Management sold out of iShares MSCI Sweden ETF (EWD) in Q3 2026, closing a stake of 5,132 shares — an estimated $257K sold.

Avior Wealth Management first reported a position in EWD in Q2 2026 and held it in 1 quarter. The position peaked at $257K in Q2 2026. 7 funds tracked by Wall St. Rank hold EWD as of Q3 2026.

Avior Wealth Management reported no remaining iShares MSCI Sweden ETF position as of Q3 2026 after selling out during the quarter.
Avior Wealth Management sold 5,132 iShares MSCI Sweden ETF shares in Q3 2026, an estimated $257K.
Avior Wealth Management first reported a position in iShares MSCI Sweden ETF in Q2 2026 and held it in 1 quarter.
Avior Wealth Management's iShares MSCI Sweden ETF position peaked at $257K in Q2 2026.
7 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.