CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares MSCI Sweden ETF EWD Stock Holding History

CAPTRUST Financial 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
2016
Q1 		– Sell
-768
Closed -$22K – 224
2015
Q4 		$22K Hold
768
– – ﹤0.01% 152
2015
Q3 		$22K Buy
+768
New +$23.8K ﹤0.01% 133
2014
Q3 		– Sell
-75
Closed -$3K – 68
2014
Q2 		$3K Buy
+75
New +$2.74K ﹤0.01% 143

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WOA
Water Oak Advisors Winter Park, Florida $155M AUM 6.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors's EWD Position: Q1 2016 in Review

CAPTRUST Financial Advisors sold out of iShares MSCI Sweden ETF (EWD) in Q1 2016, closing a stake of 768 shares — an estimated $22K sold.

CAPTRUST Financial Advisors first reported a position in EWD in Q2 2014 and held it in 3 quarters. The position peaked at $22K in Q4 2015. 60 funds tracked by Wall St. Rank hold EWD as of Q1 2016.

  • CAPTRUST Financial Advisors reported no remaining iShares MSCI Sweden ETF position as of Q1 2016 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 768 iShares MSCI Sweden ETF shares in Q1 2016, an estimated $22K.
  • CAPTRUST Financial Advisors first reported a position in iShares MSCI Sweden ETF in Q2 2014 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's iShares MSCI Sweden ETF position peaked at $22K in Q4 2015.
  • 60 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2016.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2016, filed 12 May 2016.