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EWDEWD
7 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in ISHARES MSCI SWEDEN ETF

EP Wealth Advisors, LLC holds 10,276 shares of EWD (ISHARES MSCI SWEDEN ETF), worth $513,594 as of 2026-Q2. The position was decreased (-9.7% shares). EWD represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$513,594

Current Shares

10,276

Total Value Change

-$181,530

Total Shares Change

-5,737

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
10,276
-9.7%
$513,5940.0%$49.98
0
2026-Q1
Decreased
11,380
-3.6%
$554,4340.0%$51.87
0
2025-Q4
Decreased
11,806
-11.5%
$581,2090.0%$49.55
0
2025-Q2
Decreased
13,345
-3.7%
$610,4000.0%$45.46
0
2025-Q1
Decreased
13,855
-11.3%
$583,0180.0%$41.47
0
2024-Q4
Decreased
15,611
-2.5%
$582,7590.0%$36.13
0
2024-Q3
New
16,013
-
$695,1240.0%$42.21
34

Other major holders of EWD: HSBC HOLDINGS PLC, BANK OF AMERICA CORP /DE/

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