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

Copia 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
2025
Q2 		– Sell
-154
Closed -$6.48K – 475
2025
Q1 		$6.48K Buy
+154
New +$6.49K 0.01% 319

Other funds holding EWD

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Copia Wealth Management's EWD Position: Q2 2025 in Review

Copia Wealth Management sold out of iShares MSCI Sweden ETF (EWD) in Q2 2025, closing a stake of 154 shares — an estimated $6.48K sold.

Copia Wealth Management first reported a position in EWD in Q1 2025 and held it in 1 quarter. The position peaked at $6.48K in Q1 2025. 82 funds tracked by Wall St. Rank hold EWD as of Q2 2025.

  • Copia Wealth Management reported no remaining iShares MSCI Sweden ETF position as of Q2 2025 after selling out during the quarter.
  • Copia Wealth Management sold 154 iShares MSCI Sweden ETF shares in Q2 2025, an estimated $6.48K.
  • Copia Wealth Management first reported a position in iShares MSCI Sweden ETF in Q1 2025 and held it in 1 quarter.
  • Copia Wealth Management's iShares MSCI Sweden ETF position peaked at $6.48K in Q1 2025.
  • 82 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2025.

Based on Copia Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.