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

Venturi 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
Q1 		– Sell
-333
Closed -$12.4K – 975
2024
Q4 		$12.4K Hold
333
– – ﹤0.01% 1377
2024
Q3 		$14.5K Buy
333
+142
+74% +$5.78K ﹤0.01% 1106
2024
Q2 		$7.69K Hold
191
– – ﹤0.01% 1152
2024
Q1 		$7.63K Hold
191
– – ﹤0.01% 988
2023
Q4 		$7.54K Hold
191
– – ﹤0.01% 938
2023
Q3 		$6.3K Hold
191
– – ﹤0.01% 911
2023
Q2 		$6.77K Hold
191
– – ﹤0.01% 705
2023
Q1 		$6.79K Buy
+191
New +$6.67K ﹤0.01% 770

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $786B AUM 40.34% 1-Year Est. Return

Venturi Wealth Management's EWD Position: Q1 2025 in Review

Venturi Wealth Management sold out of iShares MSCI Sweden ETF (EWD) in Q1 2025, closing a stake of 333 shares — an estimated $12.4K sold.

Venturi Wealth Management first reported a position in EWD in Q1 2023 and held it in 8 quarters. The position peaked at $14.5K in Q3 2024. 93 funds tracked by Wall St. Rank hold EWD as of Q1 2025.

  • Venturi Wealth Management reported no remaining iShares MSCI Sweden ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 333 iShares MSCI Sweden ETF shares in Q1 2025, an estimated $12.4K.
  • Venturi Wealth Management first reported a position in iShares MSCI Sweden ETF in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's iShares MSCI Sweden ETF position peaked at $14.5K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.