LMCG Investments’s iShares MSCI Sweden ETF EWD Stock Holding History

LMCG Investments’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	$248K	Sell	4,962 -117	-2%	-$6.01K	0.01%	214
2026 Q1	$247K	Sell	5,079 -95	-2%	-$4.89K	0.01%	209
2025 Q4	$255K	Buy	5,174 +34	+0.7%	+$1.63K	0.01%	208
2025 Q3	$243K	Buy	5,140 +424	+9%	+$19.6K	0.01%	211
2025 Q2	$216K	Sell	4,716 -199	-4%	-$8.73K	0.01%	220
2025 Q1	$207K	Buy	+4,915	New	+$207K	0.01%	226
2024 Q4	–	Sell	-4,921	Closed	-$214K	–	237
2024 Q3	$214K	Buy	+4,921	New	+$200K	0.01%	220

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

LMCG Investments's EWD Position: Q2 2026 in Review

LMCG Investments reduced its iShares MSCI Sweden ETF (EWD) stake by 2.3% in Q2 2026, selling an estimated $6.01K and leaving 4,962 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #214.

LMCG Investments first reported a position in EWD in Q3 2024 and has held it in 7 quarters since. The position peaked at $255K in Q4 2025. 92 funds tracked by Wall St. Rank hold EWD as of Q2 2026.

LMCG Investments held 4,962 shares of iShares MSCI Sweden ETF worth $248K as of Q2 2026.
LMCG Investments sold 117 iShares MSCI Sweden ETF shares in Q2 2026, an estimated $6.01K.
iShares MSCI Sweden ETF made up 0.01% of LMCG Investments's portfolio in Q2 2026, its #214 holding.
LMCG Investments first reported a position in iShares MSCI Sweden ETF in Q3 2024 and has held it in 7 quarters since.
LMCG Investments's iShares MSCI Sweden ETF position peaked at $255K in Q4 2025.
92 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.