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Mount Yale Investment Advisors’s iShares MSCI Sweden ETF EWD Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-33
Closed -$1.52K – 961
2025
Q2 		$1.52K Buy
+33
New +$1.45K ﹤0.01% 1360
2018
Q3 		– Sell
-4,195
Closed -$128K – 956
2018
Q2 		$128K Buy
+4,195
New +$138K 0.02% 390

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mount Yale Investment Advisors's EWD Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares MSCI Sweden ETF (EWD) in Q3 2025, closing a stake of 33 shares — an estimated $1.52K sold.

Mount Yale Investment Advisors first reported a position in EWD in Q2 2018 and held it in 2 quarters. The position peaked at $128K in Q2 2018. 79 funds tracked by Wall St. Rank hold EWD as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining iShares MSCI Sweden ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 33 iShares MSCI Sweden ETF shares in Q3 2025, an estimated $1.52K.
  • Mount Yale Investment Advisors first reported a position in iShares MSCI Sweden ETF in Q2 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's iShares MSCI Sweden ETF position peaked at $128K in Q2 2018.
  • 79 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.