Cary Street Partners Investment Advisory’s iShares MSCI Sweden ETF EWD Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q4	–	Sell	-32	Closed	-$1.05K	–	982
2023 Q3	$1.05K	Hold	32	–	–	﹤0.01%	1729
2023 Q2	$1.13K	Hold	32	–	–	﹤0.01%	1638
2023 Q1	$1.14K	Hold	32	–	–	﹤0.01%	1562
2022 Q4	$1.03K	Buy	+32	New	+$1K	﹤0.01%	1578

Other funds holding EWD

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

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cary Street Partners Investment Advisory's EWD Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares MSCI Sweden ETF (EWD) in Q4 2023, closing a stake of 32 shares — an estimated $1.05K sold.

Cary Street Partners Investment Advisory first reported a position in EWD in Q4 2022 and held it in 4 quarters. The position peaked at $1.14K in Q1 2023. 75 funds tracked by Wall St. Rank hold EWD as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining iShares MSCI Sweden ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 32 iShares MSCI Sweden ETF shares in Q4 2023, an estimated $1.05K.
Cary Street Partners Investment Advisory first reported a position in iShares MSCI Sweden ETF in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's iShares MSCI Sweden ETF position peaked at $1.14K in Q1 2023.
75 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.