Marotta Asset Management
EWD icon

Marotta Asset Management’s iShares MSCI Sweden ETF EWD Stock Holding History

Marotta Asset Management’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 		$10.5M Sell
210,800
-2,276
-1% -$118K 1.79% 23
2026
Q2 		$10.6M Buy
213,076
+8,887
+4% +$456K 1.76% 23
2026
Q1 		$10.1M Buy
204,189
+995
+0.5% +$51.2K 1.86% 21
2025
Q4 		$10M Buy
203,194
+2,772
+1% +$133K 1.85% 20
2025
Q3 		$9.5M Buy
200,422
+14,720
+8% +$679K 1.8% 19
2025
Q2 		$8.49M Sell
185,702
-30,019
-14% -$1.32M 1.7% 20
2025
Q1 		$9.36M Sell
215,721
-14
-0% -$590 1.84% 16
2024
Q4 		$8.07M Buy
215,735
+14
+0% +$555 1.69% 18
2024
Q3 		$9.36M Buy
215,721
+2,383
+1% +$97.1K 1.84% 16
2024
Q2 		$8.61M Sell
213,338
-6,051
-3% -$244K 1.78% 16
2024
Q1 		$8.77M Sell
219,389
-15,012
-6% -$581K 1.81% 15
2023
Q4 		$9.25M Sell
234,401
-6,260
-3% -$219K 1.99% 13
2023
Q3 		$7.93M Buy
240,661
+20,127
+9% +$686K 1.84% 14
2023
Q2 		$7.81M Buy
+220,534
New +$7.88M 1.74% 16
2022
Q4 		$6.12M Buy
189,345
+6,931
+4% +$217K 1.47% 22
2022
Q3 		$4.97M Buy
182,414
+38,826
+27% +$1.2M 1.3% 25
2022
Q2 		$4.39M Buy
143,588
+109,521
+321% +$3.87M 1.08% 29
2022
Q1 		$1.32M Buy
+34,067
New +$1.39M 0.31% 43
2021
Q3 		– Sell
-4,619
Closed -$215K – 104
2021
Q2 		$215K Sell
4,619
-128
-3% -$6.08K 0.05% 94
2021
Q1 		$215K Sell
4,747
-686
-13% -$29.4K 0.05% 88
2020
Q4 		$216K Sell
5,433
-9,720
-64% -$368K 0.06% 78
2020
Q3 		$535K Sell
15,153
-38,361
-72% -$1.33M 0.16% 48
2020
Q2 		$1.66M Sell
53,514
-48,055
-47% -$1.36M 0.53% 38
2020
Q1 		$2.45M Buy
101,569
+19,717
+24% +$600K 0.95% 30
2019
Q4 		$2.62M Buy
+81,852
New +$2.58M 0.8% 35

Other funds holding EWD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Legacy Capital Group California
Legacy Capital Group California Los Gatos, California $335M AUM 33.2% 1-Year Est. Return
Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Mount Lucas Management
Mount Lucas Management Newtown, Pennsylvania $333M AUM 24.96% 1-Year Est. Return
Idaho Trust Bank
Idaho Trust Bank Boise, Idaho $332M AUM 9.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Marotta Asset Management's EWD Position: Q3 2026 in Review

Marotta Asset Management reduced its iShares MSCI Sweden ETF (EWD) stake by 1.1% in Q3 2026, selling an estimated $118K and leaving 210,800 shares worth $10.5M. The position accounts for 1.79% of the portfolio, ranked #23.

Marotta Asset Management first reported a position in EWD in Q4 2019 and has held it in 25 quarters since. The position peaked at $10.6M in Q2 2026. 64 funds tracked by Wall St. Rank hold EWD as of Q3 2026.

  • Marotta Asset Management held 210,800 shares of iShares MSCI Sweden ETF worth $10.5M as of Q3 2026.
  • Marotta Asset Management sold 2,276 iShares MSCI Sweden ETF shares in Q3 2026, an estimated $118K.
  • iShares MSCI Sweden ETF made up 1.79% of Marotta Asset Management's portfolio in Q3 2026, its #23 holding.
  • Marotta Asset Management first reported a position in iShares MSCI Sweden ETF in Q4 2019 and has held it in 25 quarters since.
  • Marotta Asset Management's iShares MSCI Sweden ETF position peaked at $10.6M in Q2 2026.
  • 64 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2026.

Based on Marotta Asset Management's 13F filing for Q3 2026, filed 2 Oct 2026.