DC Investments Management’s iShares MSCI Sweden ETF EWD Stock Holding History

DC Investments 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
2023 Q3	–	Sell	-34,953	Closed	-$1.24M	–	87
2023 Q2	$1.24M	Hold	34,953	–	–	1.42%	18
2023 Q1	$1.24M	Hold	34,953	–	–	1.48%	18
2022 Q4	$1.13M	Buy	+34,953	New	+$1.09M	1.43%	26

Other funds holding EWD

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

DC Investments Management's EWD Position: Q3 2023 in Review

DC Investments Management sold out of iShares MSCI Sweden ETF (EWD) in Q3 2023, closing a stake of 34,953 shares — an estimated $1.24M sold.

DC Investments Management first reported a position in EWD in Q4 2022 and held it in 3 quarters. The position peaked at $1.24M in Q1 2023. 72 funds tracked by Wall St. Rank hold EWD as of Q3 2023.

DC Investments Management reported no remaining iShares MSCI Sweden ETF position as of Q3 2023 after selling out during the quarter.
DC Investments Management sold 34,953 iShares MSCI Sweden ETF shares in Q3 2023, an estimated $1.24M.
DC Investments Management first reported a position in iShares MSCI Sweden ETF in Q4 2022 and held it in 3 quarters.
DC Investments Management's iShares MSCI Sweden ETF position peaked at $1.24M in Q1 2023.
72 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2023.

Based on DC Investments Management's 13F filing for Q3 2023, filed 14 Nov 2023.