Breakwater Investment Management’s iShares MSCI Sweden ETF EWD Stock Holding History

Breakwater Investment 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 Q2	$8.45K	Hold	169	–	–	﹤0.01%	237
2026 Q1	$8.23K	Hold	169	–	–	﹤0.01%	242
2025 Q4	$8.32K	Hold	169	–	–	﹤0.01%	239
2025 Q3	$7.98K	Hold	169	–	–	﹤0.01%	237
2025 Q2	$7.73K	Hold	169	–	–	﹤0.01%	237
2025 Q1	$7.11K	Hold	169	–	–	﹤0.01%	239
2024 Q4	$6.31K	Hold	169	–	–	﹤0.01%	242
2024 Q3	$7.34K	Hold	169	–	–	﹤0.01%	236
2024 Q2	$6.8K	Hold	169	–	–	﹤0.01%	246
2024 Q1	$6.75K	Buy	+169	New	+$6.54K	﹤0.01%	237

Other funds holding EWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DV Equities Chicago, Illinois $698M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Breakwater Investment Management's EWD Position: Q2 2026 in Review

Breakwater Investment Management held its iShares MSCI Sweden ETF (EWD) position steady in Q2 2026 at 169 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Breakwater Investment Management first reported a position in EWD in Q1 2024 and has held it in 10 quarters since. 92 funds tracked by Wall St. Rank hold EWD as of Q2 2026.

Breakwater Investment Management held 169 shares of iShares MSCI Sweden ETF worth $8.45K as of Q2 2026.
Breakwater Investment Management left its iShares MSCI Sweden ETF share count unchanged in Q2 2026.
iShares MSCI Sweden ETF made up ﹤0.01% of Breakwater Investment Management's portfolio in Q2 2026, its #237 holding.
Breakwater Investment Management first reported a position in iShares MSCI Sweden ETF in Q1 2024 and has held it in 10 quarters since.
92 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2026.

Based on Breakwater Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.