Legacy Capital Group California’s iShares MSCI Sweden ETF EWD Stock Holding History

Legacy Capital Group California’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	$1.16M	Buy	23,224 +666	+3%	+$34.2K	0.35%	78
2026 Q1	$1.1M	Sell	22,558 -1,092	-5%	-$56.2K	0.42%	57
2025 Q4	$1.16M	Buy	23,650 +43	+0.2%	+$2.07K	0.28%	88
2025 Q3	$1.11M	Buy	23,607 +1,570	+7%	+$72.4K	0.28%	90
2025 Q2	$1.01M	Buy	22,037 +1,035	+5%	+$45.4K	0.28%	95
2025 Q1	$884K	Buy	21,002 +792	+4%	+$33.4K	0.31%	79
2024 Q4	$754K	Buy	20,210 +216	+1%	+$8.56K	0.23%	117
2024 Q3	$868K	Buy	+19,994	New	+$814K	0.29%	95

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

Legacy Capital Group California's EWD Position: Q2 2026 in Review

Legacy Capital Group California increased its iShares MSCI Sweden ETF (EWD) stake by 3% in Q2 2026, buying an estimated $34.2K and bringing the position to 23,224 shares worth $1.16M. The position accounts for 0.35% of the portfolio, ranked #78.

Legacy Capital Group California first reported a position in EWD in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.16M in Q4 2025. 92 funds tracked by Wall St. Rank hold EWD as of Q2 2026.

Legacy Capital Group California held 23,224 shares of iShares MSCI Sweden ETF worth $1.16M as of Q2 2026.
Legacy Capital Group California bought 666 iShares MSCI Sweden ETF shares in Q2 2026, an estimated $34.2K.
iShares MSCI Sweden ETF made up 0.35% of Legacy Capital Group California's portfolio in Q2 2026, its #78 holding.
Legacy Capital Group California first reported a position in iShares MSCI Sweden ETF in Q3 2024 and has held it in 8 quarters since.
Legacy Capital Group California's iShares MSCI Sweden ETF position peaked at $1.16M in Q4 2025.
92 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.