Simon Quick Advisors’s iShares MSCI Sweden ETF EWD Stock Holding History

Simon Quick 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
2026 Q2	$582K	Buy	11,640 +46	+0.4%	+$2.36K	0.02%	247
2026 Q1	$565K	Sell	11,594 -284	-2%	-$14.6K	0.03%	236
2025 Q4	$585K	Sell	11,878 -28	-0.2%	-$1.34K	0.03%	239
2025 Q3	$562K	Sell	11,906 -68	-0.6%	-$3.14K	0.03%	252
2025 Q2	$548K	Buy	+11,974	New	+$525K	0.03%	240
2017 Q4	–	Sell	-902	Closed	-$32K	–	484
2017 Q3	$32K	Buy	+902	New	+$31.2K	0.01%	319
2017 Q2	–	Sell	-902	Closed	-$28K	–	317
2017 Q1	$28K	Buy	+902	New	+$27.5K	0.02%	190

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

Simon Quick Advisors's EWD Position: Q2 2026 in Review

Simon Quick Advisors increased its iShares MSCI Sweden ETF (EWD) stake by 0.4% in Q2 2026, buying an estimated $2.36K and bringing the position to 11,640 shares worth $582K. The position accounts for 0.02% of the portfolio, ranked #247.

Simon Quick Advisors first reported a position in EWD in Q1 2017 and has held it in 7 quarters since. The position peaked at $585K in Q4 2025. 92 funds tracked by Wall St. Rank hold EWD as of Q2 2026.

Simon Quick Advisors held 11,640 shares of iShares MSCI Sweden ETF worth $582K as of Q2 2026.
Simon Quick Advisors bought 46 iShares MSCI Sweden ETF shares in Q2 2026, an estimated $2.36K.
iShares MSCI Sweden ETF made up 0.02% of Simon Quick Advisors's portfolio in Q2 2026, its #247 holding.
Simon Quick Advisors first reported a position in iShares MSCI Sweden ETF in Q1 2017 and has held it in 7 quarters since.
Simon Quick Advisors's iShares MSCI Sweden ETF position peaked at $585K in Q4 2025.
92 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.