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

Cumberland 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
2022 Q1	–	Sell	-44,710	Closed	-$2.07M	–	61
2021 Q4	$2.07M	Sell	44,710 -670	-1%	-$31.2K	0.43%	30
2021 Q3	$2.04M	Buy	45,380 +760	+2%	+$36.1K	0.47%	30
2021 Q2	$2.07M	Buy	+44,620	New	+$2.12M	0.49%	34
2016 Q3	–	Sell	-43,360	Closed	-$1.19M	–	56
2016 Q2	$1.19M	Sell	43,360 -560	-1%	-$16.4K	0.73%	24
2016 Q1	$1.29M	Buy	+43,920	New	+$1.22M	0.89%	23
2015 Q3	–	Sell	-57,500	Closed	-$1.83M	–	55
2015 Q2	$1.83M	Buy	+57,500	New	+$1.96M	0.97%	25
2014 Q2	–	Sell	-33,360	Closed	-$1.22M	–	55
2014 Q1	$1.22M	Sell	33,360 -60,615	-65%	-$2.16M	0.7%	32
2013 Q4	$3.37M	Sell	93,975 -38,320	-29%	-$1.31M	1.88%	19
2013 Q3	$4.53M	Buy	132,295 +9,350	+8%	+$310K	2.68%	11
2013 Q2	$3.67M	Buy	+122,945	New	+$4M	2%	19

Other funds holding EWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cumberland Advisors's EWD Position: Q1 2022 in Review

Cumberland Advisors sold out of iShares MSCI Sweden ETF (EWD) in Q1 2022, closing a stake of 44,710 shares — an estimated $2.07M sold.

Cumberland Advisors first reported a position in EWD in Q2 2013 and held it in 10 quarters. The position peaked at $4.53M in Q3 2013. 74 funds tracked by Wall St. Rank hold EWD as of Q1 2022.

Cumberland Advisors reported no remaining iShares MSCI Sweden ETF position as of Q1 2022 after selling out during the quarter.
Cumberland Advisors sold 44,710 iShares MSCI Sweden ETF shares in Q1 2022, an estimated $2.07M.
Cumberland Advisors first reported a position in iShares MSCI Sweden ETF in Q2 2013 and held it in 10 quarters.
Cumberland Advisors's iShares MSCI Sweden ETF position peaked at $4.53M in Q3 2013.
74 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2022.

Based on Cumberland Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.