Bank Julius Baer & Co’s iShares MSCI Sweden ETF EWD Stock Holding History

Bank Julius Baer & Co’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
2023 Q4	–	Sell	-419	Closed	-$14K	–	553
2023 Q3	$14K	Sell	419 -57,578	-99%	-$1.96M	﹤0.01%	497
2023 Q2	$2.05M	Sell	57,997 -22,095	-28%	-$789K	0.01%	212
2023 Q1	$2.85M	Buy	80,092 +49,799	+164%	+$1.74M	0.02%	195
2022 Q4	$979K	Buy	+30,293	New	+$947K	0.01%	269

Other funds holding EWD

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

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank Julius Baer & Co's EWD Position: Q4 2023 in Review

Bank Julius Baer & Co sold out of iShares MSCI Sweden ETF (EWD) in Q4 2023, closing a stake of 419 shares — an estimated $14K sold.

Bank Julius Baer & Co first reported a position in EWD in Q4 2022 and held it in 4 quarters. The position peaked at $2.85M in Q1 2023. 75 funds tracked by Wall St. Rank hold EWD as of Q4 2023.

Bank Julius Baer & Co reported no remaining iShares MSCI Sweden ETF position as of Q4 2023 after selling out during the quarter.
Bank Julius Baer & Co sold 419 iShares MSCI Sweden ETF shares in Q4 2023, an estimated $14K.
Bank Julius Baer & Co first reported a position in iShares MSCI Sweden ETF in Q4 2022 and held it in 4 quarters.
Bank Julius Baer & Co's iShares MSCI Sweden ETF position peaked at $2.85M in Q1 2023.
75 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q4 2023.

Based on Bank Julius Baer & Co's 13F filing for Q4 2023, filed 2 Feb 2024.