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North Ridge Wealth Advisors’s iShares MSCI Sweden ETF EWD Stock Holding History

North Ridge Wealth 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
Q1 		– Sell
-35
Closed -$1.31K – 172
2024
Q4 		$1.31K Buy
+35
New +$1.39K ﹤0.01% 164

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

North Ridge Wealth Advisors's EWD Position: Q1 2025 in Review

North Ridge Wealth Advisors sold out of iShares MSCI Sweden ETF (EWD) in Q1 2025, closing a stake of 35 shares — an estimated $1.31K sold.

North Ridge Wealth Advisors first reported a position in EWD in Q4 2024 and held it in 1 quarter. The position peaked at $1.31K in Q4 2024. 93 funds tracked by Wall St. Rank hold EWD as of Q1 2025.

  • North Ridge Wealth Advisors reported no remaining iShares MSCI Sweden ETF position as of Q1 2025 after selling out during the quarter.
  • North Ridge Wealth Advisors sold 35 iShares MSCI Sweden ETF shares in Q1 2025, an estimated $1.31K.
  • North Ridge Wealth Advisors first reported a position in iShares MSCI Sweden ETF in Q4 2024 and held it in 1 quarter.
  • North Ridge Wealth Advisors's iShares MSCI Sweden ETF position peaked at $1.31K in Q4 2024.
  • 93 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2025.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2025, filed 9 May 2025.