Blue Trust Inc’s iShares MSCI Sweden ETF EWD Stock Holding History

Blue Trust Inc’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	$1.2K	Buy	24 +1	+4%	+$52	﹤0.01%	2145
2026 Q2	$1.15K	Buy	23 +11	+92%	+$565	﹤0.01%	2276
2026 Q1	$585	Buy	12 +1	+9%	+$51	﹤0.01%	2324
2025 Q4	$542	Hold	11	–	–	﹤0.01%	2379
2025 Q3	$519	Hold	11	–	–	﹤0.01%	2421
2025 Q2	$503	Hold	11	–	–	﹤0.01%	2321
2025 Q1	$463	Buy	11 +3	+38%	+$126	﹤0.01%	2365
2024 Q4	$299	Hold	8	–	–	﹤0.01%	2363
2024 Q3	$322	Sell	8 -15	-65%	-$611	﹤0.01%	2832
2024 Q2	$919	Hold	23	–	–	﹤0.01%	2553
2024 Q1	$919	Buy	+23	New	+$890	﹤0.01%	1956
2023 Q2	–	Sell	-64	Closed	-$2K	–	2163
2023 Q1	$2K	Buy	+64	New	+$2.23K	﹤0.01%	1997

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

Blue Trust Inc's EWD Position: Q3 2026 in Review

Blue Trust Inc increased its iShares MSCI Sweden ETF (EWD) stake by 4.3% in Q3 2026, buying an estimated $52 and bringing the position to 24 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

Blue Trust Inc first reported a position in EWD in Q1 2023 and has held it in 12 quarters since. The position peaked at $2K in Q1 2023. 8 funds tracked by Wall St. Rank hold EWD as of Q3 2026.

Blue Trust Inc held 24 shares of iShares MSCI Sweden ETF worth $1.2K as of Q3 2026.
Blue Trust Inc bought 1 iShares MSCI Sweden ETF share in Q3 2026, an estimated $52.
iShares MSCI Sweden ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #2145 holding.
Blue Trust Inc first reported a position in iShares MSCI Sweden ETF in Q1 2023 and has held it in 12 quarters since.
Blue Trust Inc's iShares MSCI Sweden ETF position peaked at $2K in Q1 2023.
8 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.