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Fiduciary Alliance’s iShares MSCI Sweden ETF EWD Stock Holding History

Fiduciary Alliance’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
-21
Closed -$744 – 413
2023
Q2 		$744 Buy
+21
New +$750 ﹤0.01% 894

Other funds holding EWD

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

Fiduciary Alliance's EWD Position: Q3 2023 in Review

Fiduciary Alliance sold out of iShares MSCI Sweden ETF (EWD) in Q3 2023, closing a stake of 21 shares — an estimated $744 sold.

Fiduciary Alliance first reported a position in EWD in Q2 2023 and held it in 1 quarter. The position peaked at $744 in Q2 2023. 72 funds tracked by Wall St. Rank hold EWD as of Q3 2023.

  • Fiduciary Alliance reported no remaining iShares MSCI Sweden ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 21 iShares MSCI Sweden ETF shares in Q3 2023, an estimated $744.
  • Fiduciary Alliance first reported a position in iShares MSCI Sweden ETF in Q2 2023 and held it in 1 quarter.
  • Fiduciary Alliance's iShares MSCI Sweden ETF position peaked at $744 in Q2 2023.
  • 72 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.