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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Elm3 Financial Group's EWD Position: Q1 2026 in Review

Elm3 Financial Group reduced its iShares MSCI Sweden ETF (EWD) stake by 12% in Q1 2026, selling an estimated $29.6K and leaving 4,313 shares worth $210K. The position accounts for 0.18% of the portfolio, ranked #109.

Elm3 Financial Group first reported a position in EWD in Q1 2025 and has held it in 5 quarters since. The position peaked at $534K in Q2 2025. 85 funds tracked by Wall St. Rank hold EWD as of Q1 2026.

  • Elm3 Financial Group held 4,313 shares of iShares MSCI Sweden ETF worth $210K as of Q1 2026.
  • Elm3 Financial Group sold 575 iShares MSCI Sweden ETF shares in Q1 2026, an estimated $29.6K.
  • iShares MSCI Sweden ETF made up 0.18% of Elm3 Financial Group's portfolio in Q1 2026, its #109 holding.
  • Elm3 Financial Group first reported a position in iShares MSCI Sweden ETF in Q1 2025 and has held it in 5 quarters since.
  • Elm3 Financial Group's iShares MSCI Sweden ETF position peaked at $534K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.