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 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	$9.54M	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

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

HNWA

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Marotta Asset Management's EWD Position: Q2 2026 in Review

Marotta Asset Management increased its iShares MSCI Sweden ETF (EWD) stake by 4.4% in Q2 2026, buying an estimated $456K and bringing the position to 213,076 shares worth $10.6M. The position accounts for 1.76% of the portfolio, ranked #23.

Marotta Asset Management first reported a position in EWD in Q4 2019 and has held it in 24 quarters since. 7 funds tracked by Wall St. Rank hold EWD as of Q2 2026.

Marotta Asset Management held 213,076 shares of iShares MSCI Sweden ETF worth $10.6M as of Q2 2026.
Marotta Asset Management bought 8,887 iShares MSCI Sweden ETF shares in Q2 2026, an estimated $456K.
iShares MSCI Sweden ETF made up 1.76% of Marotta Asset Management's portfolio in Q2 2026, its #23 holding.
Marotta Asset Management first reported a position in iShares MSCI Sweden ETF in Q4 2019 and has held it in 24 quarters since.
7 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.