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Elm3 Financial Group’s iShares MSCI Sweden ETF EWD Stock Holding History

Elm3 Financial Group’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 		– Sell
-4,313
Closed -$210K – 141
2026
Q1 		$210K Sell
4,313
-575
-12% -$29.6K 0.18% 109
2025
Q4 		$241K Sell
4,888
-5,962
-55% -$286K 0.2% 102
2025
Q3 		$512K Sell
10,850
-827
-7% -$38.1K 0.42% 59
2025
Q2 		$534K Buy
11,677
+235
+2% +$10.3K 0.44% 48
2025
Q1 		$481K Buy
+11,442
New +$482K 0.42% 56

Other funds holding EWD

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

Elm3 Financial Group's EWD Position: Q2 2026 in Review

Elm3 Financial Group sold out of iShares MSCI Sweden ETF (EWD) in Q2 2026, closing a stake of 4,313 shares — an estimated $210K sold.

Elm3 Financial Group first reported a position in EWD in Q1 2025 and held it in 5 quarters. The position peaked at $534K in Q2 2025. 91 funds tracked by Wall St. Rank hold EWD as of Q2 2026.

  • Elm3 Financial Group reported no remaining iShares MSCI Sweden ETF position as of Q2 2026 after selling out during the quarter.
  • Elm3 Financial Group sold 4,313 iShares MSCI Sweden ETF shares in Q2 2026, an estimated $210K.
  • Elm3 Financial Group first reported a position in iShares MSCI Sweden ETF in Q1 2025 and held it in 5 quarters.
  • Elm3 Financial Group's iShares MSCI Sweden ETF position peaked at $534K in Q2 2025.
  • 91 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.