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Mount Lucas Management’s iShares MSCI Sweden ETF EWD Stock Holding History

Mount Lucas 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
Q1 		$836K Sell
17,153
-775
-4% -$39.9K 0.31% 102
2025
Q4 		$883K Buy
17,928
+304
+2% +$14.6K 0.35% 96
2025
Q3 		$832K Buy
17,624
+329
+2% +$15.2K 0.34% 92
2025
Q2 		$791K Sell
17,295
-843
-5% -$37K 0.34% 85
2025
Q1 		$763K Buy
+18,138
New +$764K 0.25% 94
2024
Q4 		– Sell
-18,007
Closed -$782K – 141
2024
Q3 		$782K Buy
18,007
+871
+5% +$35.5K 0.27% 97
2024
Q2 		$690K Sell
17,136
-1,582
-8% -$63.8K 0.2% 105
2024
Q1 		$748K Sell
18,718
-31
-0.2% -$1.2K 0.2% 108
2023
Q4 		$740K Buy
+18,749
New +$656K 0.21% 100
2023
Q3 		– Sell
-20,440
Closed -$724K – 137
2023
Q2 		$724K Buy
20,440
+1,616
+9% +$57.7K 0.24% 102
2023
Q1 		$669K Buy
+18,824
New +$657K 0.18% 89
2022
Q1 		– Sell
-3,357
Closed -$156K – 114
2021
Q4 		$156K Buy
3,357
+812
+32% +$37.8K 0.04% 129
2021
Q3 		$114K Sell
2,545
-180
-7% -$8.56K 0.03% 105
2021
Q2 		$126K Sell
2,725
-740
-21% -$35.1K 0.03% 107
2021
Q1 		$154K Sell
3,465
-78,876
-96% -$3.38M 0.05% 103
2020
Q4 		$3.28M Sell
82,341
-14,836
-15% -$562K 0.69% 45
2020
Q3 		$3.43M Sell
97,177
-1,197
-1% -$41.6K 0.72% 34
2020
Q2 		$3.06M Buy
+98,374
New +$2.79M 0.61% 32
2020
Q1 		– Sell
-125,492
Closed -$4.13M – 48
2019
Q4 		$4.13M Buy
125,492
+66,699
+113% +$2.1M 0.82% 43
2019
Q3 		$1.73M Sell
58,793
-15,939
-21% -$468K 0.31% 75
2019
Q2 		$2.31M Buy
+74,732
New +$2.31M 0.39% 69
2018
Q2 		– Sell
-36,057
Closed -$1.21M – 80
2018
Q1 		$1.21M Sell
36,057
-102,560
-74% -$3.55M 0.19% 84
2017
Q4 		$4.7M Buy
138,617
+10,728
+8% +$375K 0.81% 45
2017
Q3 		$4.59M Buy
127,889
+1,161
+0.9% +$40.2K 0.83% 36
2017
Q2 		$4.3M Sell
126,728
-6,404
-5% -$213K 0.81% 42
2017
Q1 		$4.2M Buy
133,132
+30,432
+30% +$928K 0.84% 46
2016
Q4 		$2.95M Sell
102,700
-37,729
-27% -$1.06M 0.56% 41
2016
Q3 		$4.08M Buy
+140,429
New +$3.98M 0.73% 42
2015
Q3 		– Sell
-76,340
Closed -$2.42M – 100
2015
Q2 		$2.42M Buy
76,340
+66,459
+673% +$2.26M 0.47% 53
2015
Q1 		$331K Buy
+9,881
New +$324K 0.06% 78
2014
Q3 		– Sell
-59,167
Closed -$2.09M – 95
2014
Q2 		$2.09M Buy
+59,167
New +$2.16M 0.27% 75

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 $5.72T 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 $4.62B AUM 25.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mount Lucas Management's EWD Position: Q1 2026 in Review

Mount Lucas Management reduced its iShares MSCI Sweden ETF (EWD) stake by 4.3% in Q1 2026, selling an estimated $39.9K and leaving 17,153 shares worth $836K. The position accounts for 0.31% of the portfolio, ranked #102.

Mount Lucas Management first reported a position in EWD in Q2 2014 and has held it in 31 quarters since. The position peaked at $4.7M in Q4 2017. 85 funds tracked by Wall St. Rank hold EWD as of Q1 2026.

  • Mount Lucas Management held 17,153 shares of iShares MSCI Sweden ETF worth $836K as of Q1 2026.
  • Mount Lucas Management sold 775 iShares MSCI Sweden ETF shares in Q1 2026, an estimated $39.9K.
  • iShares MSCI Sweden ETF made up 0.31% of Mount Lucas Management's portfolio in Q1 2026, its #102 holding.
  • Mount Lucas Management first reported a position in iShares MSCI Sweden ETF in Q2 2014 and has held it in 31 quarters since.
  • Mount Lucas Management's iShares MSCI Sweden ETF position peaked at $4.7M in Q4 2017.
  • 85 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.