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Evergreen Capital Management’s iShares MSCI Sweden ETF EWD Stock Holding History

Evergreen Capital 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
Q2 		$2.92M Sell
58,346
-25,920
-31% -$1.33M 0.05% 277
2026
Q1 		$4.11M Buy
84,266
+5,995
+8% +$309K 0.09% 216
2025
Q4 		$3.85M Buy
78,271
+4,065
+5% +$195K 0.09% 224
2025
Q3 		$3.5M Buy
74,206
+1,762
+2% +$81.3K 0.08% 211
2025
Q2 		$3.31M Buy
72,444
+6,860
+10% +$301K 0.1% 205
2025
Q1 		$2.76M Buy
65,584
+4,225
+7% +$178K 0.09% 211
2024
Q4 		$2.29M Sell
61,359
-2,900
-5% -$115K 0.07% 237
2024
Q3 		$2.79M Sell
64,259
-3,675
-5% -$150K 0.09% 213
2024
Q2 		$2.73M Sell
67,934
-1,924
-3% -$77.6K 0.1% 204
2024
Q1 		$2.79M Buy
69,858
+3,365
+5% +$130K 0.11% 197
2023
Q4 		$2.62M Buy
66,493
+14,190
+27% +$496K 0.11% 203
2023
Q3 		$1.72M Sell
52,303
-350
-0.7% -$11.9K 0.08% 232
2023
Q2 		$1.86M Buy
52,653
+1,475
+3% +$52.7K 0.08% 220
2023
Q1 		$1.82M Buy
51,178
+2,900
+6% +$101K 0.08% 216
2022
Q4 		$1.56M Buy
48,278
+445
+0.9% +$13.9K 0.07% 238
2022
Q3 		$1.3M Sell
47,833
-645
-1% -$19.9K 0.07% 238
2022
Q2 		$1.48M Buy
48,478
+17,862
+58% +$632K 0.08% 221
2022
Q1 		$1.19M Buy
30,616
+1,215
+4% +$49.5K 0.05% 266
2021
Q4 		$1.36M Buy
29,401
+1,090
+4% +$50.8K 0.05% 252
2021
Q3 		$1.27M Buy
28,311
+241
+0.9% +$11.5K 0.06% 257
2021
Q2 		$1.3M Buy
28,070
+1,641
+6% +$77.9K 0.06% 241
2021
Q1 		$1.18M Sell
26,429
-860
-3% -$36.8K 0.06% 245
2020
Q4 		$1.09M Buy
27,289
+290
+1% +$11K 0.06% 221
2020
Q3 		$953K Sell
26,999
-88
-0.3% -$3.06K 0.07% 205
2020
Q2 		$842K Buy
27,087
+333
+1% +$9.45K 0.06% 200
2020
Q1 		$685K Sell
26,754
-1,106
-4% -$33.7K 0.06% 197
2019
Q4 		$917K Sell
27,860
-1,689
-6% -$53.2K 0.08% 180
2019
Q3 		$870K Sell
29,549
-161
-0.5% -$4.73K 0.08% 171
2019
Q2 		$916K Buy
+29,710
New +$920K 0.09% 168

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

Evergreen Capital Management's EWD Position: Q2 2026 in Review

Evergreen Capital Management reduced its iShares MSCI Sweden ETF (EWD) stake by 31% in Q2 2026, selling an estimated $1.33M and leaving 58,346 shares worth $2.92M. The position accounts for 0.05% of the portfolio, ranked #277.

Evergreen Capital Management first reported a position in EWD in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.11M in Q1 2026. 92 funds tracked by Wall St. Rank hold EWD as of Q2 2026.

  • Evergreen Capital Management held 58,346 shares of iShares MSCI Sweden ETF worth $2.92M as of Q2 2026.
  • Evergreen Capital Management sold 25,920 iShares MSCI Sweden ETF shares in Q2 2026, an estimated $1.33M.
  • iShares MSCI Sweden ETF made up 0.05% of Evergreen Capital Management's portfolio in Q2 2026, its #277 holding.
  • Evergreen Capital Management first reported a position in iShares MSCI Sweden ETF in Q2 2019 and has held it in 29 quarters since.
  • Evergreen Capital Management's iShares MSCI Sweden ETF position peaked at $4.11M in Q1 2026.
  • 92 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.