Capital Asset Advisory Services’s iShares MSCI Sweden ETF EWD Stock Holding History

Capital Asset Advisory Services’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 Q4	–	Sell	-3,936	Closed	-$177K	–	623
2021 Q3	$177K	Hold	3,936	–	–	0.02%	424
2021 Q2	$183K	Hold	3,936	–	–	0.02%	439
2021 Q1	$175K	Hold	3,936	–	–	0.03%	427
2020 Q4	$157K	Buy	3,936 +100	+3%	+$3.79K	0.03%	379
2020 Q3	$135K	Hold	3,836	–	–	0.03%	323
2020 Q2	$135K	Hold	3,836	–	–	0.03%	351
2020 Q1	$103K	Hold	3,836	–	–	0.03%	324
2019 Q4	$130K	Buy	+3,836	New	+$121K	0.03%	374

Other funds holding EWD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Asset Advisory Services's EWD Position: Q4 2021 in Review

Capital Asset Advisory Services sold out of iShares MSCI Sweden ETF (EWD) in Q4 2021, closing a stake of 3,936 shares — an estimated $177K sold.

Capital Asset Advisory Services first reported a position in EWD in Q4 2019 and held it in 8 quarters. The position peaked at $183K in Q2 2021. 83 funds tracked by Wall St. Rank hold EWD as of Q4 2021.

Capital Asset Advisory Services reported no remaining iShares MSCI Sweden ETF position as of Q4 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 3,936 iShares MSCI Sweden ETF shares in Q4 2021, an estimated $177K.
Capital Asset Advisory Services first reported a position in iShares MSCI Sweden ETF in Q4 2019 and held it in 8 quarters.
Capital Asset Advisory Services's iShares MSCI Sweden ETF position peaked at $183K in Q2 2021.
83 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q4 2021.

Based on Capital Asset Advisory Services's 13F filing for Q4 2021, filed 4 Feb 2022.