Commonwealth Equity Services
EWD icon

Commonwealth Equity Services’s iShares MSCI Sweden ETF EWD Stock Holding History

Commonwealth Equity Services’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
Q2 		– Sell
-12,806
Closed -$455 – 3866
2023
Q1 		$455 Buy
+12,806
New +$447K ﹤0.01% 2638
2013
Q4 		– Sell
-24,009
Closed -$822K – 1949
2013
Q3 		$822K Buy
24,009
+1,556
+7% +$51.5K 0.01% 819
2013
Q2 		$669K Buy
+22,453
New +$731K 0.01% 881

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Commonwealth Equity Services's EWD Position: Q2 2023 in Review

Commonwealth Equity Services sold out of iShares MSCI Sweden ETF (EWD) in Q2 2023, closing a stake of 12,806 shares — an estimated $455 sold.

Commonwealth Equity Services first reported a position in EWD in Q2 2013 and held it in 3 quarters. The position peaked at $822K in Q3 2013. 84 funds tracked by Wall St. Rank hold EWD as of Q2 2023.

  • Commonwealth Equity Services reported no remaining iShares MSCI Sweden ETF position as of Q2 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 12,806 iShares MSCI Sweden ETF shares in Q2 2023, an estimated $455.
  • Commonwealth Equity Services first reported a position in iShares MSCI Sweden ETF in Q2 2013 and held it in 3 quarters.
  • Commonwealth Equity Services's iShares MSCI Sweden ETF position peaked at $822K in Q3 2013.
  • 84 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2023.

Based on Commonwealth Equity Services's 13F filing for Q2 2023, filed 10 Aug 2023.