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Benjamin F. Edwards & Company’s iShares MSCI Sweden ETF EWD Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$37K Buy
+918
New +$37K ﹤0.01% 1406
2022
Q3 		– Sell
-84
Closed -$3K – 1840
2022
Q2 		$3K Buy
+84
New +$2.97K ﹤0.01% 1629
2020
Q4 		– Sell
-14
Closed – – 1638
2020
Q3 		$0 Hold
14
– – ﹤0.01% 1689
2020
Q2 		$0 Hold
14
– – ﹤0.01% 1699
2020
Q1 		$0 Hold
14
– – ﹤0.01% 1752
2019
Q4 		$0 Hold
14
– – ﹤0.01% 1888
2019
Q3 		$0 Hold
14
– – ﹤0.01% 1869
2019
Q2 		$0 Hold
14
– – ﹤0.01% 1925
2019
Q1 		$0 Hold
14
– – ﹤0.01% 1722
2018
Q4 		$0 Hold
14
– – ﹤0.01% 1706
2018
Q3 		$0 Hold
14
– – ﹤0.01% 1604
2018
Q2 		$0 Hold
14
– – ﹤0.01% 1614
2018
Q1 		$0 Hold
14
– – ﹤0.01% 1625
2017
Q4 		$0 Hold
14
– – ﹤0.01% 1591
2017
Q3 		$1K Hold
14
– – ﹤0.01% 1494
2017
Q2 		$0 Hold
14
– – ﹤0.01% 1459
2017
Q1 		$0 Hold
14
– – ﹤0.01% 1353
2016
Q4 		$0 Sell
14
-16
-53% -$449 ﹤0.01% 1247
2016
Q3 		$1K Buy
+30
New +$849 ﹤0.01% 1084
2014
Q2 		– Sell
-28,109
Closed -$1.03M – 929
2014
Q1 		$1.03M Buy
28,109
+2,425
+9% +$86.3K 0.28% 78
2013
Q4 		$920K Sell
25,684
-240
-0.9% -$8.2K 0.31% 77
2013
Q3 		$888K Buy
25,924
+40
+0.2% +$1.32K 0.33% 76
2013
Q2 		$772K Buy
+25,884
New +$843K 0.31% 82

Other funds holding EWD

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Benjamin F. Edwards & Company's EWD Position: Q2 2024 in Review

Benjamin F. Edwards & Company opened a new position in iShares MSCI Sweden ETF (EWD) in Q2 2024: 918 shares worth $37K. The stake represents ﹤0.01% of the portfolio and ranks #1406 among its holdings. This is a return to the name: Benjamin F. Edwards & Company previously reported a position in EWD as recently as Q2 2022.

Benjamin F. Edwards & Company first reported a position in EWD in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.03M in Q1 2014. 79 funds tracked by Wall St. Rank hold EWD as of Q2 2024.

  • Benjamin F. Edwards & Company held 918 shares of iShares MSCI Sweden ETF worth $37K as of Q2 2024.
  • iShares MSCI Sweden ETF was a new Benjamin F. Edwards & Company position in Q2 2024.
  • iShares MSCI Sweden ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1406 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares MSCI Sweden ETF in Q2 2013 and has held it in 23 quarters since.
  • Benjamin F. Edwards & Company's iShares MSCI Sweden ETF position peaked at $1.03M in Q1 2014.
  • 79 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.