Cerity Partners
EWD icon

Cerity Partners’s iShares MSCI Sweden ETF EWD Stock Holding History

Cerity Partners’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 		$218K Sell
4,364
-109
-2% -$5.6K ﹤0.01% 3002
2026
Q1 		$218K Hold
4,473
– – ﹤0.01% 2828
2025
Q4 		$220K Buy
+4,473
New +$215K ﹤0.01% 2583

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Wellington Management Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DE
DV Equities Chicago, Illinois $698M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners's EWD Position: Q2 2026 in Review

Cerity Partners reduced its iShares MSCI Sweden ETF (EWD) stake by 2.4% in Q2 2026, selling an estimated $5.6K and leaving 4,364 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #3002.

Cerity Partners first reported a position in EWD in Q4 2025 and has held it in 3 quarters since. The position peaked at $220K in Q4 2025. 91 funds tracked by Wall St. Rank hold EWD as of Q2 2026.

  • Cerity Partners held 4,364 shares of iShares MSCI Sweden ETF worth $218K as of Q2 2026.
  • Cerity Partners sold 109 iShares MSCI Sweden ETF shares in Q2 2026, an estimated $5.6K.
  • iShares MSCI Sweden ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3002 holding.
  • Cerity Partners first reported a position in iShares MSCI Sweden ETF in Q4 2025 and has held it in 3 quarters since.
  • Cerity Partners's iShares MSCI Sweden ETF position peaked at $220K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.