Archford Capital Strategies’s iShares MSCI Sweden ETF EWD Stock Holding History

Archford Capital Strategies’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
2017 Q1	–	Sell	-5	Closed	–	–	725
2016 Q4	$0	Hold	5	–	–	﹤0.01%	679
2016 Q3	$0	Hold	5	–	–	﹤0.01%	662
2016 Q2	$0	Buy	+5	New	+$146	﹤0.01%	740
2016 Q1	–	Sell	-13	Closed	-$1K	–	312
2015 Q4	$1K	Hold	13	–	–	﹤0.01%	754
2015 Q3	$0	Sell	13 -6	-32%	-$186	﹤0.01%	699
2015 Q2	$1K	Buy	19 +8	+73%	+$273	﹤0.01%	589
2015 Q1	$368	Buy	+11	New	+$361	﹤0.01%	725
2014 Q2	–	Sell	-9	Closed	-$330	–	920
2014 Q1	$330	Buy	+9	New	+$320	﹤0.01%	853

Other funds holding EWD

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WOA

Water Oak Advisors Winter Park, Florida $155M AUM 6.37% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

VSWA

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Archford Capital Strategies's EWD Position: Q1 2017 in Review

Archford Capital Strategies sold out of iShares MSCI Sweden ETF (EWD) in Q1 2017, closing a stake of 5 shares.

Archford Capital Strategies first reported a position in EWD in Q1 2014 and held it in 8 quarters. The position peaked at $1K in Q4 2015. 63 funds tracked by Wall St. Rank hold EWD as of Q1 2017.

Archford Capital Strategies reported no remaining iShares MSCI Sweden ETF position as of Q1 2017 after selling out during the quarter.
Archford Capital Strategies sold 5 iShares MSCI Sweden ETF shares in Q1 2017.
Archford Capital Strategies first reported a position in iShares MSCI Sweden ETF in Q1 2014 and held it in 8 quarters.
Archford Capital Strategies's iShares MSCI Sweden ETF position peaked at $1K in Q4 2015.
63 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2017.

Based on Archford Capital Strategies's 13F filing for Q1 2017, filed 16 May 2017.