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Clearstead Advisors’s iShares MSCI Sweden ETF EWD Stock Holding History

Clearstead 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
2024
Q4 		– Sell
-14
Closed -$608 – 2122
2024
Q3 		$608 Buy
+14
New +$570 ﹤0.01% 1945
2023
Q4 		– Sell
-14
Closed -$462 – 1566
2023
Q3 		$462 Buy
14
+7
+100% +$238 ﹤0.01% 1484
2023
Q2 		$248 Buy
+7
New +$250 ﹤0.01% 1335
2022
Q3 		– Sell
-15
Closed – – 1278
2022
Q2 		$0 Buy
+15
New +$530 ﹤0.01% 1324

Other funds holding EWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Clearstead Advisors's EWD Position: Q4 2024 in Review

Clearstead Advisors sold out of iShares MSCI Sweden ETF (EWD) in Q4 2024, closing a stake of 14 shares — an estimated $608 sold.

Clearstead Advisors first reported a position in EWD in Q2 2022 and held it in 4 quarters. The position peaked at $608 in Q3 2024. 82 funds tracked by Wall St. Rank hold EWD as of Q4 2024.

  • Clearstead Advisors reported no remaining iShares MSCI Sweden ETF position as of Q4 2024 after selling out during the quarter.
  • Clearstead Advisors sold 14 iShares MSCI Sweden ETF shares in Q4 2024, an estimated $608.
  • Clearstead Advisors first reported a position in iShares MSCI Sweden ETF in Q2 2022 and held it in 4 quarters.
  • Clearstead Advisors's iShares MSCI Sweden ETF position peaked at $608 in Q3 2024.
  • 82 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q4 2024.

Based on Clearstead Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.