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

Henrickson Nauta 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	$240K	Hold	4,807	–	–	0.06%	102
2026 Q1	$234K	Sell	4,807 -4,806	-50%	-$247K	0.07%	97
2025 Q4	$482K	Buy	9,613 +4,806	+100%	+$231K	0.07%	74
2025 Q3	$227K	Hold	4,807	–	–	0.07%	86
2025 Q2	$220K	Buy	+4,807	New	+$211K	0.08%	80
2024 Q4	–	Sell	-4,807	Closed	-$209K	–	84
2024 Q3	$209K	Buy	+4,807	New	+$196K	0.08%	77
2022 Q1	–	Sell	-3,382	Closed	-$141K	–	112
2021 Q4	$141K	Buy	+3,382	New	+$158K	0.11%	56

Other funds holding EWD

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's EWD Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors held its iShares MSCI Sweden ETF (EWD) position steady in Q2 2026 at 4,807 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #102.

Henrickson Nauta Wealth Advisors first reported a position in EWD in Q4 2021 and has held it in 7 quarters since. The position peaked at $482K in Q4 2025. 11 funds tracked by Wall St. Rank hold EWD as of Q2 2026.

Henrickson Nauta Wealth Advisors held 4,807 shares of iShares MSCI Sweden ETF worth $240K as of Q2 2026.
Henrickson Nauta Wealth Advisors left its iShares MSCI Sweden ETF share count unchanged in Q2 2026.
iShares MSCI Sweden ETF made up 0.06% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #102 holding.
Henrickson Nauta Wealth Advisors first reported a position in iShares MSCI Sweden ETF in Q4 2021 and has held it in 7 quarters since.
Henrickson Nauta Wealth Advisors's iShares MSCI Sweden ETF position peaked at $482K in Q4 2025.
11 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.