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EP Wealth Advisors’s iShares MSCI Sweden ETF EWD Stock Holding History

EP Wealth Advisors’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 		$514K Sell
10,276
-1,104
-10% -$56.7K ﹤0.01% 1020
2026
Q1 		$554K Sell
11,380
-426
-4% -$21.9K ﹤0.01% 860
2025
Q4 		$581K Buy
+11,806
New +$567K ﹤0.01% 815
2025
Q2 		$610K Sell
13,345
-510
-4% -$22.4K ﹤0.01% 707
2025
Q1 		$583K Sell
13,855
-1,756
-11% -$73.9K ﹤0.01% 649
2024
Q4 		$583K Sell
15,611
-402
-3% -$15.9K ﹤0.01% 647
2024
Q3 		$695K Buy
+16,013
New +$652K 0.01% 593

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

EP Wealth Advisors's EWD Position: Q2 2026 in Review

EP Wealth Advisors reduced its iShares MSCI Sweden ETF (EWD) stake by 9.7% in Q2 2026, selling an estimated $56.7K and leaving 10,276 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

EP Wealth Advisors first reported a position in EWD in Q3 2024 and has held it in 7 quarters since. The position peaked at $695K in Q3 2024. 92 funds tracked by Wall St. Rank hold EWD as of Q2 2026.

  • EP Wealth Advisors held 10,276 shares of iShares MSCI Sweden ETF worth $514K as of Q2 2026.
  • EP Wealth Advisors sold 1,104 iShares MSCI Sweden ETF shares in Q2 2026, an estimated $56.7K.
  • iShares MSCI Sweden ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1020 holding.
  • EP Wealth Advisors first reported a position in iShares MSCI Sweden ETF in Q3 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's iShares MSCI Sweden ETF position peaked at $695K in Q3 2024.
  • 92 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.