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

Beacon Harbor 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
Q3 		– Sell
-79,321
Closed -$3.68M – 71
2021
Q2 		$3.68M Buy
+79,321
New +$3.77M 1.32% 43

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Beacon Harbor Wealth Advisors's EWD Position: Q3 2021 in Review

Beacon Harbor Wealth Advisors sold out of iShares MSCI Sweden ETF (EWD) in Q3 2021, closing a stake of 79,321 shares — an estimated $3.68M sold.

Beacon Harbor Wealth Advisors first reported a position in EWD in Q2 2021 and held it in 1 quarter. The position peaked at $3.68M in Q2 2021. 88 funds tracked by Wall St. Rank hold EWD as of Q3 2021.

  • Beacon Harbor Wealth Advisors reported no remaining iShares MSCI Sweden ETF position as of Q3 2021 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 79,321 iShares MSCI Sweden ETF shares in Q3 2021, an estimated $3.68M.
  • Beacon Harbor Wealth Advisors first reported a position in iShares MSCI Sweden ETF in Q2 2021 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's iShares MSCI Sweden ETF position peaked at $3.68M in Q2 2021.
  • 88 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2021.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.