CP
EWD icon

Castleview Partners’s iShares MSCI Sweden ETF EWD Stock Holding History

Castleview Partners’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 		– Sell
-377
Closed -$15.1K – 947
2024
Q1 		$15.1K Hold
377
– – 0.01% 500
2023
Q4 		$14.9K Hold
377
– – 0.01% 465
2023
Q3 		$12.4K Hold
377
– – 0.01% 405
2023
Q2 		$13.4K Hold
377
– – 0.01% 401
2023
Q1 		$13.4K Hold
377
– – 0.01% 388
2022
Q4 		$12.2K Hold
377
– – 0.01% 343
2022
Q3 		$10K Sell
377
-393
-51% -$12.2K 0.01% 379
2022
Q2 		$17.7K Buy
770
+393
+104% +$13.9K 0.01% 396
2022
Q1 		$14K Buy
+377
New +$15.4K 0.01% 469
2021
Q2 		$17K Buy
+366
New +$17.4K 0.01% 584

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

Castleview Partners's EWD Position: Q2 2024 in Review

Castleview Partners sold out of iShares MSCI Sweden ETF (EWD) in Q2 2024, closing a stake of 377 shares — an estimated $15.1K sold.

Castleview Partners first reported a position in EWD in Q2 2021 and held it in 10 quarters. The position peaked at $17.7K in Q2 2022. 79 funds tracked by Wall St. Rank hold EWD as of Q2 2024.

  • Castleview Partners reported no remaining iShares MSCI Sweden ETF position as of Q2 2024 after selling out during the quarter.
  • Castleview Partners sold 377 iShares MSCI Sweden ETF shares in Q2 2024, an estimated $15.1K.
  • Castleview Partners first reported a position in iShares MSCI Sweden ETF in Q2 2021 and held it in 10 quarters.
  • Castleview Partners's iShares MSCI Sweden ETF position peaked at $17.7K in Q2 2022.
  • 79 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2024.

Based on Castleview Partners's 13F filing for Q2 2024, filed 31 Jul 2024.