BFC Planning, Inc.’s iShares MSCI Sweden ETF EWD Stock Holding History

BFC Planning, Inc.’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	$21.4K	Buy	428 +5	+1%	+$257	﹤0.01%	1979
2026 Q1	$20.6K	Buy	423 +1	+0.2%	+$51	﹤0.01%	1699
2025 Q4	$20.8K	Buy	422 +2	+0.5%	+$96	﹤0.01%	1742
2025 Q3	$19.8K	Hold	420	–	–	﹤0.01%	1586
2025 Q2	$19.2K	Buy	420 +5	+1%	+$219	﹤0.01%	1516
2025 Q1	$17.4K	Hold	415	–	–	﹤0.01%	1516
2024 Q4	$15.5K	Buy	+415	New	+$16.5K	﹤0.01%	1567

Other funds holding EWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

DV Equities Chicago, Illinois $698M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BFC Planning, Inc.'s EWD Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares MSCI Sweden ETF (EWD) stake by 1.2% in Q2 2026, buying an estimated $257 and bringing the position to 428 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

BFC Planning, Inc. first reported a position in EWD in Q4 2024 and has held it in 7 quarters since. 93 funds tracked by Wall St. Rank hold EWD as of Q2 2026.

BFC Planning, Inc. held 428 shares of iShares MSCI Sweden ETF worth $21.4K as of Q2 2026.
BFC Planning, Inc. bought 5 iShares MSCI Sweden ETF shares in Q2 2026, an estimated $257.
iShares MSCI Sweden ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1979 holding.
BFC Planning, Inc. first reported a position in iShares MSCI Sweden ETF in Q4 2024 and has held it in 7 quarters since.
93 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.