LCGC
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return