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Balentine LLC’s iShares MSCI Sweden ETF EWD Stock Holding History

Balentine LLC’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
Q4 		– Sell
-16
Closed -$695 – 195
2024
Q3 		$695 Hold
16
– – ﹤0.01% 218
2024
Q2 		$644 Hold
16
– – ﹤0.01% 184
2024
Q1 		$639 Hold
16
– – ﹤0.01% 584
2023
Q4 		$632 Hold
16
– – ﹤0.01% 574
2023
Q3 		$528 Hold
16
– – ﹤0.01% 554
2023
Q2 		$567 Hold
16
– – ﹤0.01% 564
2023
Q1 		$569 Hold
16
– – ﹤0.01% 600
2022
Q4 		$517 Hold
16
– – ﹤0.01% 640
2022
Q3 		$0 Buy
+16
New +$495 ﹤0.01% 635

Other funds holding EWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Balentine LLC's EWD Position: Q4 2024 in Review

Balentine LLC sold out of iShares MSCI Sweden ETF (EWD) in Q4 2024, closing a stake of 16 shares — an estimated $695 sold.

Balentine LLC first reported a position in EWD in Q3 2022 and held it in 9 quarters. The position peaked at $695 in Q3 2024. 82 funds tracked by Wall St. Rank hold EWD as of Q4 2024.

  • Balentine LLC reported no remaining iShares MSCI Sweden ETF position as of Q4 2024 after selling out during the quarter.
  • Balentine LLC sold 16 iShares MSCI Sweden ETF shares in Q4 2024, an estimated $695.
  • Balentine LLC first reported a position in iShares MSCI Sweden ETF in Q3 2022 and held it in 9 quarters.
  • Balentine LLC's iShares MSCI Sweden ETF position peaked at $695 in Q3 2024.
  • 82 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q4 2024.

Based on Balentine LLC's 13F filing for Q4 2024, filed 29 Jan 2025.