Integrated Wealth Concepts’s iShares MSCI Sweden ETF EWD Stock Holding History

Integrated Wealth Concepts’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	–	Sell	-17,529	Closed	-$863K	–	2294
2025 Q4	$863K	Buy	+17,529	New	+$842K	0.01%	840
2024 Q2	–	Sell	-17,206	Closed	-$688K	–	1667
2024 Q1	$688K	Sell	17,206 -2,578	-13%	-$99.7K	0.01%	918
2023 Q4	$781K	Buy	+19,784	New	+$692K	0.01%	815
2023 Q1	–	Sell	-34,737	Closed	-$1.12M	–	1362
2022 Q4	$1.12M	Buy	+34,737	New	+$1.09M	0.03%	442
2022 Q2	–	Sell	-5,986	Closed	-$233K	–	1008
2022 Q1	$233K	Buy	+5,986	New	+$244K	0.01%	826
2021 Q4	–	Sell	-22,433	Closed	-$1.01M	–	996
2021 Q3	$1.01M	Buy	+22,433	New	+$1.07M	0.03%	380
2021 Q2	–	Sell	-18,104	Closed	-$807K	–	814
2021 Q1	$807K	Buy	18,104 +63	+0.3%	+$2.7K	0.03%	344
2020 Q4	$718K	Buy	+18,041	New	+$683K	0.03%	320
2020 Q3	–	Sell	-15,390	Closed	-$478K	–	570
2020 Q2	$478K	Buy	+15,390	New	+$437K	0.03%	296

Other funds holding EWD

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

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

MAM

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Integrated Wealth Concepts's EWD Position: Q1 2026 in Review

Integrated Wealth Concepts sold out of iShares MSCI Sweden ETF (EWD) in Q1 2026, closing a stake of 17,529 shares — an estimated $863K sold.

Integrated Wealth Concepts first reported a position in EWD in Q2 2020 and held it in 9 quarters. The position peaked at $1.12M in Q4 2022. 85 funds tracked by Wall St. Rank hold EWD as of Q1 2026.

Integrated Wealth Concepts reported no remaining iShares MSCI Sweden ETF position as of Q1 2026 after selling out during the quarter.
Integrated Wealth Concepts sold 17,529 iShares MSCI Sweden ETF shares in Q1 2026, an estimated $863K.
Integrated Wealth Concepts first reported a position in iShares MSCI Sweden ETF in Q2 2020 and held it in 9 quarters.
Integrated Wealth Concepts's iShares MSCI Sweden ETF position peaked at $1.12M in Q4 2022.
85 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.