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Bar Harbor Wealth Management’s iShares MSCI Sweden ETF EWD Stock Holding History

Bar Harbor Wealth Management’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
2019
Q1 		– Sell
-7,094
Closed -$200K – 293
2018
Q4 		$200K Sell
7,094
-1,339
-16% -$39.3K 0.03% 269
2018
Q3 		$277K Sell
8,433
-175
-2% -$5.55K 0.03% 257
2018
Q2 		$263K Buy
8,608
+90
+1% +$2.96K 0.03% 262
2018
Q1 		$285K Sell
8,518
-194
-2% -$6.72K 0.03% 250
2017
Q4 		$295K Sell
8,712
-539
-6% -$18.8K 0.03% 253
2017
Q3 		$332K Buy
9,251
+805
+10% +$27.8K 0.04% 235
2017
Q2 		$286K Buy
8,446
+56
+0.7% +$1.86K 0.03% 255
2017
Q1 		$265K Buy
8,390
+603
+8% +$18.4K 0.03% 274
2016
Q4 		$224K Sell
7,787
-116
-1% -$3.26K 0.02% 331
2016
Q3 		$230K Sell
7,903
-23
-0.3% -$651 0.03% 314
2016
Q2 		$217K Buy
7,926
+9
+0.1% +$263 0.03% 299
2016
Q1 		$233K Buy
7,917
+26
+0.3% +$722 0.03% 274
2015
Q4 		$230K Sell
7,891
-31
-0.4% -$926 0.03% 268
2015
Q3 		$230K Sell
7,922
-84
-1% -$2.6K 0.03% 263
2015
Q2 		$254K Buy
8,006
+88
+1% +$3K 0.03% 260
2015
Q1 		$265K Sell
7,918
-255
-3% -$8.37K 0.03% 245
2014
Q4 		$259K Sell
8,173
-276
-3% -$8.93K 0.03% 242
2014
Q3 		$279K Sell
8,449
-180
-2% -$6.14K 0.04% 227
2014
Q2 		$305K Buy
8,629
+207
+2% +$7.57K 0.04% 213
2014
Q1 		$308K Buy
8,422
+30
+0.4% +$1.07K 0.04% 211
2013
Q4 		$301K Sell
8,392
-2,006
-19% -$68.5K 0.04% 215
2013
Q3 		$356K Buy
10,398
+40
+0.4% +$1.32K 0.05% 198
2013
Q2 		$308K Buy
+10,358
New +$337K 0.04% 204

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bar Harbor Wealth Management's EWD Position: Q1 2019 in Review

Bar Harbor Wealth Management sold out of iShares MSCI Sweden ETF (EWD) in Q1 2019, closing a stake of 7,094 shares — an estimated $200K sold.

Bar Harbor Wealth Management first reported a position in EWD in Q2 2013 and held it in 23 quarters. The position peaked at $356K in Q3 2013. 62 funds tracked by Wall St. Rank hold EWD as of Q1 2019.

  • Bar Harbor Wealth Management reported no remaining iShares MSCI Sweden ETF position as of Q1 2019 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 7,094 iShares MSCI Sweden ETF shares in Q1 2019, an estimated $200K.
  • Bar Harbor Wealth Management first reported a position in iShares MSCI Sweden ETF in Q2 2013 and held it in 23 quarters.
  • Bar Harbor Wealth Management's iShares MSCI Sweden ETF position peaked at $356K in Q3 2013.
  • 62 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2019.

Based on Bar Harbor Wealth Management's 13F filing for Q1 2019, filed 10 May 2019.