Caldwell Trust’s iShares MSCI Sweden ETF EWD Stock Holding History

Caldwell Trust’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
2023 Q3	–	Sell	-32	Closed	-$1.13K	–	723
2023 Q2	$1.13K	Buy	+32	New	+$1.14K	﹤0.01%	733

Other funds holding EWD

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MAM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caldwell Trust's EWD Position: Q3 2023 in Review

Caldwell Trust sold out of iShares MSCI Sweden ETF (EWD) in Q3 2023, closing a stake of 32 shares — an estimated $1.13K sold.

Caldwell Trust first reported a position in EWD in Q2 2023 and held it in 1 quarter. The position peaked at $1.13K in Q2 2023. 72 funds tracked by Wall St. Rank hold EWD as of Q3 2023.

Caldwell Trust reported no remaining iShares MSCI Sweden ETF position as of Q3 2023 after selling out during the quarter.
Caldwell Trust sold 32 iShares MSCI Sweden ETF shares in Q3 2023, an estimated $1.13K.
Caldwell Trust first reported a position in iShares MSCI Sweden ETF in Q2 2023 and held it in 1 quarter.
Caldwell Trust's iShares MSCI Sweden ETF position peaked at $1.13K in Q2 2023.
72 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2023.

Based on Caldwell Trust's 13F filing for Q3 2023, filed 1 Oct 2025.