SageView Advisory Group
EWD icon

SageView Advisory Group’s iShares MSCI Sweden ETF EWD Stock Holding History

SageView Advisory Group’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 		– Sell
-72
Closed -$3.52K – 1179
2025
Q4 		$3.52K Buy
+72
New +$3.46K ﹤0.01% 2061

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SageView Advisory Group's EWD Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares MSCI Sweden ETF (EWD) in Q1 2026, closing a stake of 72 shares — an estimated $3.52K sold.

SageView Advisory Group first reported a position in EWD in Q4 2025 and held it in 1 quarter. The position peaked at $3.52K in Q4 2025. 85 funds tracked by Wall St. Rank hold EWD as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares MSCI Sweden ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 72 iShares MSCI Sweden ETF shares in Q1 2026, an estimated $3.52K.
  • SageView Advisory Group first reported a position in iShares MSCI Sweden ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's iShares MSCI Sweden ETF position peaked at $3.52K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.