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Advisor Group’s iShares MSCI Sweden ETF EWD Stock Holding History

Advisor 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
2019
Q4 		$68K Sell
2,044
-511
-20% -$16.1K ﹤0.01% 3211
2019
Q3 		$75K Sell
2,555
-473
-16% -$13.9K ﹤0.01% 3101
2019
Q2 		$93K Buy
3,028
+162
+6% +$5.02K ﹤0.01% 2915
2019
Q1 		$87K Sell
2,866
-955
-25% -$28.4K ﹤0.01% 2984
2018
Q4 		$107K Sell
3,821
-787
-17% -$23.1K ﹤0.01% 2599
2018
Q3 		$152K Buy
4,608
+769
+20% +$24.4K ﹤0.01% 2395
2018
Q2 		$118K Sell
3,839
-789
-17% -$26K ﹤0.01% 2390
2018
Q1 		$154K Sell
4,628
-642
-12% -$22.2K ﹤0.01% 2186
2017
Q4 		$179K Sell
5,270
-384
-7% -$13.4K ﹤0.01% 2090
2017
Q3 		$203K Buy
5,654
+3,249
+135% +$112K ﹤0.01% 1848
2017
Q2 		$81K Buy
2,405
+864
+56% +$28.7K ﹤0.01% 2481
2017
Q1 		$49K Buy
1,541
+65
+4% +$1.98K ﹤0.01% 2715
2016
Q4 		$43K Buy
1,476
+700
+90% +$19.7K ﹤0.01% 2726
2016
Q3 		$23K Sell
776
-175
-18% -$4.95K ﹤0.01% 3060
2016
Q2 		$25K Buy
+951
New +$27.8K ﹤0.01% 2919

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

Advisor Group's EWD Position: Q4 2019 in Review

Advisor Group reduced its iShares MSCI Sweden ETF (EWD) stake by 20% in Q4 2019, selling an estimated $16.1K and leaving 2,044 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #3211.

Advisor Group first reported a position in EWD in Q2 2016 and has held it in 15 quarters since. The position peaked at $203K in Q3 2017. 67 funds tracked by Wall St. Rank hold EWD as of Q4 2019.

  • Advisor Group held 2,044 shares of iShares MSCI Sweden ETF worth $68K as of Q4 2019.
  • Advisor Group sold 511 iShares MSCI Sweden ETF shares in Q4 2019, an estimated $16.1K.
  • iShares MSCI Sweden ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3211 holding.
  • Advisor Group first reported a position in iShares MSCI Sweden ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares MSCI Sweden ETF position peaked at $203K in Q3 2017.
  • 67 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.