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 Q3	$401K	Sell	8,030 -6,048	-43%	-$313K	0.22%	51
2026 Q2	$704K	Hold	14,078	–	–	0.38%	49
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

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

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Legacy Capital Group California Los Gatos, California $335M AUM 33.2% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Innealta Capital's EWD Position: Q3 2026 in Review

Innealta Capital reduced its iShares MSCI Sweden ETF (EWD) stake by 43% in Q3 2026, selling an estimated $313K and leaving 8,030 shares worth $401K. The position accounts for 0.22% of the portfolio, ranked #51.

Innealta Capital first reported a position in EWD in Q2 2021 and has held it in 16 quarters since. The position peaked at $2.2M in Q2 2024. 72 funds tracked by Wall St. Rank hold EWD as of Q3 2026.

Innealta Capital held 8,030 shares of iShares MSCI Sweden ETF worth $401K as of Q3 2026.
Innealta Capital sold 6,048 iShares MSCI Sweden ETF shares in Q3 2026, an estimated $313K.
iShares MSCI Sweden ETF made up 0.22% of Innealta Capital's portfolio in Q3 2026, its #51 holding.
Innealta Capital first reported a position in iShares MSCI Sweden ETF in Q2 2021 and has held it in 16 quarters since.
Innealta Capital's iShares MSCI Sweden ETF position peaked at $2.2M in Q2 2024.
72 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2026.

Based on Innealta Capital's 13F filing for Q3 2026, filed 2 Nov 2026.