O'Shaughnessy Asset Management’s iShares MSCI Sweden ETF EWD Stock Holding History

O'Shaughnessy Asset 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 Q2	$30.6K	Sell	612 -470	-43%	-$24.1K	﹤0.01%	2323
2026 Q1	$52.7K	Buy	1,082 +293	+37%	+$15.1K	﹤0.01%	2242
2025 Q4	$38.8K	Hold	789	–	–	﹤0.01%	2270
2025 Q3	$37.2K	Buy	789 +263	+50%	+$12.1K	﹤0.01%	2218
2025 Q2	$24.1K	Hold	526	–	–	﹤0.01%	2108
2025 Q1	$22.1K	Hold	526	–	–	﹤0.01%	2050
2024 Q4	$19.6K	Hold	526	–	–	﹤0.01%	2009
2024 Q3	$21.9K	Hold	526	–	–	﹤0.01%	1944
2024 Q2	$21.2K	Buy	526 +58	+12%	+$2.34K	﹤0.01%	1790
2024 Q1	$18.7K	Hold	468	–	–	﹤0.01%	1735
2023 Q4	$18.5K	Hold	468	–	–	﹤0.01%	1615
2023 Q3	$15.4K	Hold	468	–	–	﹤0.01%	1525
2023 Q2	$16.6K	Hold	468	–	–	﹤0.01%	1416
2023 Q1	$16.6K	Hold	468	–	–	﹤0.01%	1397
2022 Q4	$15.1K	Hold	468	–	–	﹤0.01%	1319
2022 Q3	$13K	Buy	+468	New	+$14.5K	﹤0.01%	1291

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

O'Shaughnessy Asset Management's EWD Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its iShares MSCI Sweden ETF (EWD) stake by 43% in Q2 2026, selling an estimated $24.1K and leaving 612 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2323.

O'Shaughnessy Asset Management first reported a position in EWD in Q3 2022 and has held it in 16 quarters since. The position peaked at $52.7K in Q1 2026. 92 funds tracked by Wall St. Rank hold EWD as of Q2 2026.

O'Shaughnessy Asset Management held 612 shares of iShares MSCI Sweden ETF worth $30.6K as of Q2 2026.
O'Shaughnessy Asset Management sold 470 iShares MSCI Sweden ETF shares in Q2 2026, an estimated $24.1K.
iShares MSCI Sweden ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2323 holding.
O'Shaughnessy Asset Management first reported a position in iShares MSCI Sweden ETF in Q3 2022 and has held it in 16 quarters since.
O'Shaughnessy Asset Management's iShares MSCI Sweden ETF position peaked at $52.7K in Q1 2026.
92 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.