Steward Partners Investment Advisory’s iShares MSCI Sweden ETF EWD Stock Holding History

Steward Partners Investment Advisory’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	$39.5K	Sell	810 -119	-13%	-$6.13K	﹤0.01%	2906
2025 Q4	$45.7K	Hold	929	–	–	﹤0.01%	2719
2025 Q3	$43.8K	Sell	929 -493	-35%	-$22.7K	﹤0.01%	2672
2025 Q2	$65K	Sell	1,422 -1,164	-45%	-$51.1K	﹤0.01%	2339
2025 Q1	$109K	Buy	2,586 +795	+44%	+$33.5K	﹤0.01%	1968
2024 Q4	$66.9K	Buy	1,791 +998	+126%	+$39.6K	﹤0.01%	2186
2024 Q3	$34.4K	Buy	793 +119	+18%	+$4.85K	﹤0.01%	2419
2024 Q2	$27.1K	Sell	674 -1,000	-60%	-$40.3K	﹤0.01%	2394
2024 Q1	$66.9K	Hold	1,674	–	–	﹤0.01%	1959
2023 Q4	$66.1K	Hold	1,674	–	–	﹤0.01%	1856
2023 Q3	$55.2K	Buy	1,674 +374	+29%	+$12.7K	﹤0.01%	1865
2023 Q2	$46K	Hold	1,300	–	–	﹤0.01%	1922
2023 Q1	$46.2K	Hold	1,300	–	–	﹤0.01%	1885
2022 Q4	$42K	Hold	1,300	–	–	﹤0.01%	1908
2022 Q3	$35K	Hold	1,300	–	–	﹤0.01%	1954
2022 Q2	$40K	Hold	1,300	–	–	﹤0.01%	1911
2022 Q1	$51K	Hold	1,300	–	–	﹤0.01%	1898
2021 Q4	$60K	Hold	1,300	–	–	﹤0.01%	1816
2021 Q3	$58K	Buy	1,300 +700	+117%	+$33.3K	﹤0.01%	1812
2021 Q2	$28K	Sell	600 -100	-14%	-$4.75K	﹤0.01%	4381
2021 Q1	$31.2K	Buy	700 +100	+17%	+$4.28K	﹤0.01%	2240
2020 Q4	$24K	Sell	600 -100	-14%	-$3.79K	﹤0.01%	1983
2020 Q3	$25K	Hold	700	–	–	﹤0.01%	1803
2020 Q2	$22K	Sell	700 -38	-5%	-$1.08K	﹤0.01%	1729
2020 Q1	$18K	Hold	738	–	–	﹤0.01%	1639
2019 Q4	$24K	Buy	738 +1	+0.1%	+$32	﹤0.01%	1711
2019 Q3	$21K	Hold	737	–	–	﹤0.01%	1704
2019 Q2	$22K	Buy	+737	New	+$22.8K	﹤0.01%	1669
2018 Q4	–	Sell	-636	Closed	-$21K	–	1187
2018 Q3	$21K	Hold	636	–	–	﹤0.01%	1532
2018 Q2	$19K	Sell	636 -85	-12%	-$2.8K	﹤0.01%	1486
2018 Q1	$24K	Buy	721 +121	+20%	+$4.19K	﹤0.01%	1262
2017 Q4	$20K	Hold	600	–	–	﹤0.01%	1110
2017 Q3	$21K	Hold	600	–	–	﹤0.01%	923
2017 Q2	$20K	Buy	+600	New	+$19.9K	﹤0.01%	863

Other funds holding EWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Partners Investment Advisory's EWD Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its iShares MSCI Sweden ETF (EWD) stake by 13% in Q1 2026, selling an estimated $6.13K and leaving 810 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2906.

Steward Partners Investment Advisory first reported a position in EWD in Q2 2017 and has held it in 34 quarters since. The position peaked at $109K in Q1 2025. 85 funds tracked by Wall St. Rank hold EWD as of Q1 2026.

Steward Partners Investment Advisory held 810 shares of iShares MSCI Sweden ETF worth $39.5K as of Q1 2026.
Steward Partners Investment Advisory sold 119 iShares MSCI Sweden ETF shares in Q1 2026, an estimated $6.13K.
iShares MSCI Sweden ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2906 holding.
Steward Partners Investment Advisory first reported a position in iShares MSCI Sweden ETF in Q2 2017 and has held it in 34 quarters since.
Steward Partners Investment Advisory's iShares MSCI Sweden ETF position peaked at $109K in Q1 2025.
85 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.