Envestnet Asset Management
EWD icon

Envestnet Asset Management’s iShares MSCI Sweden ETF EWD Stock Holding History

Envestnet Asset 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
2026
Q1 		$253K Sell
5,197
-105
-2% -$5.41K ﹤0.01% 4380
2025
Q4 		$261K Sell
5,302
-562
-10% -$27K ﹤0.01% 4124
2025
Q3 		$277K Sell
5,864
-848
-13% -$39.1K ﹤0.01% 4132
2025
Q2 		$307K Sell
6,712
-416
-6% -$18.3K ﹤0.01% 4014
2025
Q1 		$300K Buy
+7,128
New +$300K ﹤0.01% 3928
2023
Q1 		– Sell
-6,524
Closed -$211K – 4013
2022
Q4 		$211K Buy
+6,524
New +$204K ﹤0.01% 3641
2022
Q3 		– Sell
-7,102
Closed -$216K – 3947
2022
Q2 		$216K Sell
7,102
-2,994
-30% -$106K ﹤0.01% 3541
2022
Q1 		$392K Buy
10,096
+1,359
+16% +$55.4K ﹤0.01% 3273
2021
Q4 		$405K Buy
8,737
+115
+1% +$5.36K ﹤0.01% 3201
2021
Q3 		$387K Sell
8,622
-15,137
-64% -$720K ﹤0.01% 3129
2021
Q2 		$1.1M Sell
23,759
-15,809
-40% -$751K ﹤0.01% 2452
2021
Q1 		$1.76M Buy
39,568
+4,174
+12% +$179K ﹤0.01% 2024
2020
Q4 		$1.41M Buy
35,394
+13,730
+63% +$520K ﹤0.01% 1989
2020
Q3 		$765K Buy
+21,664
New +$753K ﹤0.01% 2188
2020
Q2 		– Sell
-8,125
Closed -$208K – 3102
2020
Q1 		$208K Sell
8,125
-14,522
-64% -$442K ﹤0.01% 2707
2019
Q4 		$745K Sell
22,647
-1,101
-5% -$34.7K ﹤0.01% 2207
2019
Q3 		$699K Sell
23,748
-6,010
-20% -$176K ﹤0.01% 2177
2019
Q2 		$918K Buy
29,758
+13,140
+79% +$407K ﹤0.01% 1998
2019
Q1 		$502K Sell
16,618
-4,081
-20% -$122K ﹤0.01% 2343
2018
Q4 		$585K Buy
20,699
+1,832
+10% +$53.7K ﹤0.01% 2054
2018
Q3 		$619K Buy
+18,867
New +$598K ﹤0.01% 878
2016
Q4 		– Sell
-165,989
Closed -$4.83M – 3155
2016
Q3 		$4.83M Sell
165,989
-1,270
-0.8% -$36K 0.02% 597
2016
Q2 		$4.58M Buy
167,259
+1,165
+0.7% +$34.1K 0.02% 663
2016
Q1 		$4.89M Sell
166,094
-50,391
-23% -$1.4M 0.02% 601
2015
Q4 		$6.32M Sell
216,485
-22,219
-9% -$664K 0.03% 490
2015
Q3 		$6.93M Buy
238,704
+209,982
+731% +$6.5M 0.03% 435
2015
Q2 		$912K Buy
28,722
+5,728
+25% +$195K ﹤0.01% 1439
2015
Q1 		$770K Buy
22,994
+1,265
+6% +$41.5K ﹤0.01% 1396
2014
Q4 		$688K Sell
21,729
-247
-1% -$7.99K 0.01% 622
2014
Q3 		$727K Buy
21,976
+1,104
+5% +$37.7K 0.01% 673
2014
Q2 		$736K Buy
20,872
+475
+2% +$17.4K 0.01% 657
2014
Q1 		$747K Buy
20,397
+3,083
+18% +$110K 0.01% 547
2013
Q4 		$620K Buy
17,314
+4,628
+36% +$158K 0.01% 570
2013
Q3 		$434K Buy
12,686
+5,724
+82% +$189K 0.01% 639
2013
Q2 		$208K Buy
+6,962
New +$227K ﹤0.01% 794

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 $4.62B AUM 25.58% 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

Envestnet Asset Management's EWD Position: Q1 2026 in Review

Envestnet Asset Management reduced its iShares MSCI Sweden ETF (EWD) stake by 2% in Q1 2026, selling an estimated $5.41K and leaving 5,197 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #4380.

Envestnet Asset Management first reported a position in EWD in Q2 2013 and has held it in 35 quarters since. The position peaked at $6.93M in Q3 2015. 85 funds tracked by Wall St. Rank hold EWD as of Q1 2026.

  • Envestnet Asset Management held 5,197 shares of iShares MSCI Sweden ETF worth $253K as of Q1 2026.
  • Envestnet Asset Management sold 105 iShares MSCI Sweden ETF shares in Q1 2026, an estimated $5.41K.
  • iShares MSCI Sweden ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4380 holding.
  • Envestnet Asset Management first reported a position in iShares MSCI Sweden ETF in Q2 2013 and has held it in 35 quarters since.
  • Envestnet Asset Management's iShares MSCI Sweden ETF position peaked at $6.93M in Q3 2015.
  • 85 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.