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Aptus Capital Advisors’s iShares MSCI Sweden ETF EWD Stock Holding History

Aptus Capital 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
2024
Q2 		– Sell
-15
Closed -$599 – 1196
2024
Q1 		$599 Buy
+15
New +$580 ﹤0.01% 1158

Other funds holding EWD

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Aptus Capital Advisors's EWD Position: Q2 2024 in Review

Aptus Capital Advisors sold out of iShares MSCI Sweden ETF (EWD) in Q2 2024, closing a stake of 15 shares — an estimated $599 sold.

Aptus Capital Advisors first reported a position in EWD in Q1 2024 and held it in 1 quarter. The position peaked at $599 in Q1 2024. 79 funds tracked by Wall St. Rank hold EWD as of Q2 2024.

  • Aptus Capital Advisors reported no remaining iShares MSCI Sweden ETF position as of Q2 2024 after selling out during the quarter.
  • Aptus Capital Advisors sold 15 iShares MSCI Sweden ETF shares in Q2 2024, an estimated $599.
  • Aptus Capital Advisors first reported a position in iShares MSCI Sweden ETF in Q1 2024 and held it in 1 quarter.
  • Aptus Capital Advisors's iShares MSCI Sweden ETF position peaked at $599 in Q1 2024.
  • 79 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2024.

Based on Aptus Capital Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.