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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

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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. 93 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.
  • 93 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.