Montag & Associates’s iShares MSCI Sweden ETF EWD Stock Holding History

Montag & Associates’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	$23K	Hold	460	–	–	﹤0.01%	680
2026 Q1	$22.4K	Hold	460	–	–	﹤0.01%	674
2025 Q4	$22.6K	Hold	460	–	–	﹤0.01%	687
2025 Q3	$21.7K	Hold	460	–	–	﹤0.01%	686
2025 Q2	$21K	Hold	460	–	–	﹤0.01%	677
2025 Q1	$19.4K	Hold	460	–	–	﹤0.01%	724
2024 Q4	$17.2K	Hold	460	–	–	﹤0.01%	725
2024 Q3	$20K	Hold	460	–	–	﹤0.01%	729
2024 Q2	$18.5K	Hold	460	–	–	﹤0.01%	712
2024 Q1	$18.4K	Hold	460	–	–	﹤0.01%	705
2023 Q4	$18.2K	Hold	460	–	–	﹤0.01%	702
2023 Q3	$15.2K	Hold	460	–	–	﹤0.01%	695
2023 Q2	$16.3K	Hold	460	–	–	﹤0.01%	695
2023 Q1	$16.3K	Hold	460	–	–	﹤0.01%	689
2022 Q4	$14.9K	Hold	460	–	–	﹤0.01%	691
2022 Q3	$13K	Hold	460	–	–	﹤0.01%	701
2022 Q2	$14K	Hold	460	–	–	﹤0.01%	669
2022 Q1	$18K	Hold	460	–	–	﹤0.01%	673
2021 Q4	$21K	Hold	460	–	–	﹤0.01%	668
2021 Q3	$21K	Hold	460	–	–	﹤0.01%	665
2021 Q2	$21K	Hold	460	–	–	﹤0.01%	657
2021 Q1	$20K	Hold	460	–	–	﹤0.01%	662
2020 Q4	$18K	Buy	+460	New	+$17.4K	﹤0.01%	648

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

Montag & Associates's EWD Position: Q2 2026 in Review

Montag & Associates held its iShares MSCI Sweden ETF (EWD) position steady in Q2 2026 at 460 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Montag & Associates first reported a position in EWD in Q4 2020 and has held it in 23 quarters since. 92 funds tracked by Wall St. Rank hold EWD as of Q2 2026.

Montag & Associates held 460 shares of iShares MSCI Sweden ETF worth $23K as of Q2 2026.
Montag & Associates left its iShares MSCI Sweden ETF share count unchanged in Q2 2026.
iShares MSCI Sweden ETF made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #680 holding.
Montag & Associates first reported a position in iShares MSCI Sweden ETF in Q4 2020 and has held it in 23 quarters since.
92 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.