Belpointe Asset Management
EWD icon

Belpointe Asset Management’s iShares MSCI Sweden ETF EWD Stock Holding History

Belpointe Asset 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
2021
Q3 		– Sell
-5,829
Closed -$270K – 1191
2021
Q2 		$270K Buy
5,829
+151
+3% +$7.17K 0.02% 715
2021
Q1 		$253K Buy
+5,678
New +$243K 0.02% 660
2020
Q3 		– Sell
-3,207
Closed -$100K – 795
2020
Q2 		$100K Buy
+3,207
New +$91K 0.01% 731

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PL
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Belpointe Asset Management's EWD Position: Q3 2021 in Review

Belpointe Asset Management sold out of iShares MSCI Sweden ETF (EWD) in Q3 2021, closing a stake of 5,829 shares — an estimated $270K sold.

Belpointe Asset Management first reported a position in EWD in Q2 2020 and held it in 3 quarters. The position peaked at $270K in Q2 2021. 88 funds tracked by Wall St. Rank hold EWD as of Q3 2021.

  • Belpointe Asset Management reported no remaining iShares MSCI Sweden ETF position as of Q3 2021 after selling out during the quarter.
  • Belpointe Asset Management sold 5,829 iShares MSCI Sweden ETF shares in Q3 2021, an estimated $270K.
  • Belpointe Asset Management first reported a position in iShares MSCI Sweden ETF in Q2 2020 and held it in 3 quarters.
  • Belpointe Asset Management's iShares MSCI Sweden ETF position peaked at $270K in Q2 2021.
  • 88 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2021.

Based on Belpointe Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.