Innealta Capital’s iShares MSCI Sweden ETF EWD Stock Holding History

Innealta Capital’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 Q1	$686K	Sell	14,078 -5,604	-28%	-$289K	0.43%	48
2025 Q4	$969K	Hold	19,682	–	–	0.52%	44
2025 Q3	$929K	Sell	19,682 -9,401	-32%	-$434K	0.46%	44
2025 Q2	$1.33M	Sell	29,083 -258	-0.9%	-$11.3K	0.7%	34
2025 Q1	$1.23M	Buy	29,341 +3,403	+13%	+$143K	0.67%	35
2024 Q4	$968K	Sell	25,938 -20,244	-44%	-$803K	0.47%	40
2024 Q3	$2M	Sell	46,182 -8,407	-15%	-$342K	0.81%	35
2024 Q2	$2.2M	Buy	54,589 +12,031	+28%	+$485K	0.72%	38
2024 Q1	$1.7M	Hold	42,558	–	–	0.72%	38
2023 Q4	$1.68M	Buy	+42,558	New	+$1.49M	0.75%	36
2022 Q2	–	Sell	-28,481	Closed	-$1.11M	–	62
2022 Q1	$1.11M	Hold	28,481	–	–	0.64%	42
2021 Q4	$1.32M	Sell	28,481 -1,400	-5%	-$65.2K	0.65%	45
2021 Q3	$1.34M	Hold	29,881	–	–	0.75%	39
2021 Q2	$1.39M	Buy	+29,881	New	+$1.42M	0.71%	37

Other funds holding EWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MAM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Innealta Capital's EWD Position: Q1 2026 in Review

Innealta Capital reduced its iShares MSCI Sweden ETF (EWD) stake by 28% in Q1 2026, selling an estimated $289K and leaving 14,078 shares worth $686K. The position accounts for 0.43% of the portfolio, ranked #48.

Innealta Capital first reported a position in EWD in Q2 2021 and has held it in 14 quarters since. The position peaked at $2.2M in Q2 2024. 85 funds tracked by Wall St. Rank hold EWD as of Q1 2026.

Innealta Capital held 14,078 shares of iShares MSCI Sweden ETF worth $686K as of Q1 2026.
Innealta Capital sold 5,604 iShares MSCI Sweden ETF shares in Q1 2026, an estimated $289K.
iShares MSCI Sweden ETF made up 0.43% of Innealta Capital's portfolio in Q1 2026, its #48 holding.
Innealta Capital first reported a position in iShares MSCI Sweden ETF in Q2 2021 and has held it in 14 quarters since.
Innealta Capital's iShares MSCI Sweden ETF position peaked at $2.2M in Q2 2024.
85 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2026.

Based on Innealta Capital's 13F filing for Q1 2026, filed 4 May 2026.