Perigon Wealth Management
EWD icon

Perigon Wealth Management’s iShares MSCI Sweden ETF EWD Stock Holding History

Perigon Wealth 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
2025
Q4 		– Sell
-18,567
Closed -$876K – 1328
2025
Q3 		$876K Buy
+18,567
New +$856K 0.02% 557
2024
Q2 		– Sell
-19,127
Closed -$764K – 881
2024
Q1 		$764K Buy
+19,127
New +$740K 0.02% 432

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Syon Capital
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Perigon Wealth Management's EWD Position: Q4 2025 in Review

Perigon Wealth Management sold out of iShares MSCI Sweden ETF (EWD) in Q4 2025, closing a stake of 18,567 shares — an estimated $876K sold.

Perigon Wealth Management first reported a position in EWD in Q1 2024 and held it in 2 quarters. The position peaked at $876K in Q3 2025. 95 funds tracked by Wall St. Rank hold EWD as of Q4 2025.

  • Perigon Wealth Management reported no remaining iShares MSCI Sweden ETF position as of Q4 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 18,567 iShares MSCI Sweden ETF shares in Q4 2025, an estimated $876K.
  • Perigon Wealth Management first reported a position in iShares MSCI Sweden ETF in Q1 2024 and held it in 2 quarters.
  • Perigon Wealth Management's iShares MSCI Sweden ETF position peaked at $876K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q4 2025.

Based on Perigon Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.