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Arkadios Wealth Advisors’s iShares MSCI Sweden ETF EWD Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-38
Closed -$1K – 939
2021
Q3 		$1K Hold
38
– – ﹤0.01% 1798
2021
Q2 		$1K Hold
38
– – ﹤0.01% 1896
2021
Q1 		$1K Buy
+38
New +$1.63K ﹤0.01% 1574

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arkadios Wealth Advisors's EWD Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of iShares MSCI Sweden ETF (EWD) in Q4 2021, closing a stake of 38 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in EWD in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 83 funds tracked by Wall St. Rank hold EWD as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining iShares MSCI Sweden ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 38 iShares MSCI Sweden ETF shares in Q4 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in iShares MSCI Sweden ETF in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's iShares MSCI Sweden ETF position peaked at $1K in Q3 2021.
  • 83 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.