Carroll Financial Associates’s iShares MSCI Sweden ETF EWD Stock Holding History

Carroll Financial Associates’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	-78	Closed	-$3K	–	1702
2021 Q3	$3K	Buy	+78	New	+$3.71K	﹤0.01%	1467
2021 Q2	–	Sell	-20	Closed	–	–	1726
2021 Q1	$0	Hold	20	–	–	﹤0.01%	1658
2020 Q4	$0	Hold	20	–	–	﹤0.01%	1564
2020 Q3	$0	Hold	20	–	–	﹤0.01%	1542
2020 Q2	$0	Hold	20	–	–	﹤0.01%	1566
2020 Q1	$0	Hold	20	–	–	﹤0.01%	1512
2019 Q4	$0	Hold	20	–	–	﹤0.01%	1572
2019 Q3	$0	Hold	20	–	–	﹤0.01%	1571
2019 Q2	$0	Hold	20	–	–	﹤0.01%	1603
2019 Q1	$0	Hold	20	–	–	﹤0.01%	1396
2018 Q4	$0	Hold	20	–	–	﹤0.01%	1311
2018 Q3	$0	Hold	20	–	–	﹤0.01%	1314
2018 Q2	$0	Hold	20	–	–	﹤0.01%	1274
2018 Q1	$0	Buy	+20	New	+$693	﹤0.01%	1265
2017 Q2	–	Sell	-19	Closed	–	–	1190
2017 Q1	$0	Buy	+19	New	+$579	﹤0.01%	1182
2016 Q2	–	Sell	-133	Closed	-$3K	–	1149
2016 Q1	$3K	Buy	+133	New	+$3.69K	﹤0.01%	988

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

Carroll Financial Associates's EWD Position: Q4 2021 in Review

Carroll Financial Associates sold out of iShares MSCI Sweden ETF (EWD) in Q4 2021, closing a stake of 78 shares — an estimated $3K sold.

Carroll Financial Associates first reported a position in EWD in Q1 2016 and held it in 16 quarters. The position peaked at $3K in Q3 2021. 83 funds tracked by Wall St. Rank hold EWD as of Q4 2021.

Carroll Financial Associates reported no remaining iShares MSCI Sweden ETF position as of Q4 2021 after selling out during the quarter.
Carroll Financial Associates sold 78 iShares MSCI Sweden ETF shares in Q4 2021, an estimated $3K.
Carroll Financial Associates first reported a position in iShares MSCI Sweden ETF in Q1 2016 and held it in 16 quarters.
Carroll Financial Associates's iShares MSCI Sweden ETF position peaked at $3K in Q3 2021.
83 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.