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Concentrum Wealth Management’s iShares MSCI Sweden ETF EWD Stock Holding History

Concentrum Wealth Management’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
-10,869
Closed -$487K – 62
2021
Q3 		$487K Buy
10,869
+1,219
+13% +$58K 0.31% 36
2021
Q2 		$448K Buy
+9,650
New +$458K 0.29% 37

Other funds holding EWD

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Concentrum Wealth Management's EWD Position: Q4 2021 in Review

Concentrum Wealth Management sold out of iShares MSCI Sweden ETF (EWD) in Q4 2021, closing a stake of 10,869 shares — an estimated $487K sold.

Concentrum Wealth Management first reported a position in EWD in Q2 2021 and held it in 2 quarters. The position peaked at $487K in Q3 2021. 83 funds tracked by Wall St. Rank hold EWD as of Q4 2021.

  • Concentrum Wealth Management reported no remaining iShares MSCI Sweden ETF position as of Q4 2021 after selling out during the quarter.
  • Concentrum Wealth Management sold 10,869 iShares MSCI Sweden ETF shares in Q4 2021, an estimated $487K.
  • Concentrum Wealth Management first reported a position in iShares MSCI Sweden ETF in Q2 2021 and held it in 2 quarters.
  • Concentrum Wealth Management's iShares MSCI Sweden ETF position peaked at $487K in Q3 2021.
  • 83 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q4 2021.

Based on Concentrum Wealth Management's 13F filing for Q4 2021, filed 2 Feb 2022.