Idaho Trust Bank’s iShares MSCI Sweden ETF EWD Stock Holding History

Idaho Trust Bank’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	$892K	Buy	17,850 +2,824	+19%	+$145K	0.26%	55
2026 Q1	$732K	Sell	15,026 -5,173	-26%	-$266K	0.24%	60
2025 Q4	$994K	Buy	20,199 +7,932	+65%	+$381K	0.33%	54
2025 Q3	$579K	Buy	12,267 +180	+1%	+$8.3K	0.19%	68
2025 Q2	$553K	Sell	12,087 -4,791	-28%	-$210K	0.2%	71
2025 Q1	$710K	Buy	16,878 +766	+5%	+$32.3K	0.29%	65
2024 Q4	$601K	Sell	16,112 -416	-3%	-$16.5K	0.3%	50
2024 Q3	$717K	Buy	16,528 +444	+3%	+$18.1K	0.35%	56
2024 Q2	$647K	Buy	+16,084	New	+$649K	0.33%	58
2024 Q1	–	Sell	-14,882	Closed	-$587K	–	109
2023 Q4	$587K	Buy	+14,882	New	+$520K	0.34%	55
2023 Q3	–	Sell	-15,626	Closed	-$553K	–	82
2023 Q2	$553K	Buy	+15,626	New	+$558K	0.35%	54

Other funds holding EWD

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 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 $445B AUM 25.58% 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 $786B AUM 40.34% 1-Year Est. Return

Idaho Trust Bank's EWD Position: Q2 2026 in Review

Idaho Trust Bank increased its iShares MSCI Sweden ETF (EWD) stake by 19% in Q2 2026, buying an estimated $145K and bringing the position to 17,850 shares worth $892K. The position accounts for 0.26% of the portfolio, ranked #55.

Idaho Trust Bank first reported a position in EWD in Q2 2023 and has held it in 11 quarters since. The position peaked at $994K in Q4 2025. 92 funds tracked by Wall St. Rank hold EWD as of Q2 2026.

Idaho Trust Bank held 17,850 shares of iShares MSCI Sweden ETF worth $892K as of Q2 2026.
Idaho Trust Bank bought 2,824 iShares MSCI Sweden ETF shares in Q2 2026, an estimated $145K.
iShares MSCI Sweden ETF made up 0.26% of Idaho Trust Bank's portfolio in Q2 2026, its #55 holding.
Idaho Trust Bank first reported a position in iShares MSCI Sweden ETF in Q2 2023 and has held it in 11 quarters since.
Idaho Trust Bank's iShares MSCI Sweden ETF position peaked at $994K in Q4 2025.
92 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2026.

Based on Idaho Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.