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

Other funds holding EWD

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

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

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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.