New Vernon Capital Holdings II’s iShares MSCI Sweden ETF EWD Stock Holding History

New Vernon Capital Holdings II’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	$2.82M	Sell	57,962 -2,020	-3%	-$104K	2.08%	13
2025 Q4	$2.95M	Hold	59,982	–	–	1.4%	19
2025 Q3	$2.83M	Hold	59,982	–	–	1.3%	19
2025 Q2	$2.74M	Buy	+59,982	New	+$2.63M	1.32%	17
2023 Q1	–	Sell	-15,834	Closed	-$512K	–	84
2022 Q4	$512K	Buy	+15,834	New	+$495K	0.41%	20
2021 Q4	–	Sell	-44,835	Closed	-$2.01M	–	17
2021 Q3	$2.01M	Buy	44,835 +11,989	+37%	+$570K	0.9%	15
2021 Q2	$1.52M	Buy	32,846 +8,881	+37%	+$422K	0.58%	15
2021 Q1	$1.07M	Buy	+23,965	New	+$1.03M	0.39%	19
2020 Q4	–	Sell	-80,089	Closed	-$2.83M	–	40
2020 Q3	$2.83M	Buy	+80,089	New	+$2.78M	1.04%	19

Other funds holding EWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

New Vernon Capital Holdings II's EWD Position: Q1 2026 in Review

New Vernon Capital Holdings II reduced its iShares MSCI Sweden ETF (EWD) stake by 3.4% in Q1 2026, selling an estimated $104K and leaving 57,962 shares worth $2.82M. The position accounts for 2.08% of the portfolio, ranked #13.

New Vernon Capital Holdings II first reported a position in EWD in Q3 2020 and has held it in 9 quarters since. The position peaked at $2.95M in Q4 2025. 85 funds tracked by Wall St. Rank hold EWD as of Q1 2026.

New Vernon Capital Holdings II held 57,962 shares of iShares MSCI Sweden ETF worth $2.82M as of Q1 2026.
New Vernon Capital Holdings II sold 2,020 iShares MSCI Sweden ETF shares in Q1 2026, an estimated $104K.
iShares MSCI Sweden ETF made up 2.08% of New Vernon Capital Holdings II's portfolio in Q1 2026, its #13 holding.
New Vernon Capital Holdings II first reported a position in iShares MSCI Sweden ETF in Q3 2020 and has held it in 9 quarters since.
New Vernon Capital Holdings II's iShares MSCI Sweden ETF position peaked at $2.95M in Q4 2025.
85 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2026.

Based on New Vernon Capital Holdings II's 13F filing for Q1 2026, filed 15 May 2026.