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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-31
Closed -$1.3K 240
2025
Q1
$1.3K Hold
31
﹤0.01% 245
2024
Q4
$1.16K Buy
+31
New +$1.23K ﹤0.01% 244

Other funds holding EWD

Evelyn Partners Asset Management's EWD Position: Q2 2025 in Review

Evelyn Partners Asset Management sold out of iShares MSCI Sweden ETF (EWD) in Q2 2025, closing a stake of 31 shares — an estimated $1.3K sold.

Evelyn Partners Asset Management first reported a position in EWD in Q4 2024 and held it in 2 quarters. The position peaked at $1.3K in Q1 2025. 82 funds tracked by Wall St. Rank hold EWD as of Q2 2025.

  • Evelyn Partners Asset Management reported no remaining iShares MSCI Sweden ETF position as of Q2 2025 after selling out during the quarter.
  • Evelyn Partners Asset Management sold 31 iShares MSCI Sweden ETF shares in Q2 2025, an estimated $1.3K.
  • Evelyn Partners Asset Management first reported a position in iShares MSCI Sweden ETF in Q4 2024 and held it in 2 quarters.
  • Evelyn Partners Asset Management's iShares MSCI Sweden ETF position peaked at $1.3K in Q1 2025.
  • 82 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2025.

Based on Evelyn Partners Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.