Financial Gravity Asset Management’s iShares MSCI Sweden ETF EWD Stock Holding History

Financial Gravity Asset 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
2024 Q1	–	Hold	0	–	–	–	1892
2023 Q4	–	Hold	0	–	–	–	1437
2023 Q3	–	Hold	0	–	–	–	1172
2023 Q2	–	Sell	-36	Closed	-$9	–	1675
2023 Q1	$9	Buy	+36	New	+$1.26K	﹤0.01%	865
2022 Q4	–	Sell	-54	Closed	-$7	–	1446
2022 Q3	$7	Sell	54 -6	-10%	-$186	﹤0.01%	782
2022 Q2	$8	Sell	60 -18	-23%	-$636	﹤0.01%	686
2022 Q1	$10	Sell	78 -14	-15%	-$570	﹤0.01%	774
2021 Q4	$12	Buy	+92	New	+$4.29K	﹤0.01%	853
2021 Q3	–	Hold	0	–	–	–	604
2021 Q2	–	Hold	0	–	–	–	596
2021 Q1	–	Hold	0	–	–	–	711
2020 Q2	–	Sell	-5	Closed	-$126	–	282
2020 Q1	$126	Hold	5	–	–	﹤0.01%	851
2019 Q4	$33K	Hold	5	–	–	0.02%	828
2019 Q3	$0	Sell	5 -1	-17%	-$29	﹤0.01%	1307
2019 Q2	$0	Sell	6 -8	-57%	-$248	﹤0.01%	1356
2019 Q1	$0	Buy	+14	New	+$417	﹤0.01%	1379
2018 Q3	$0	Sell	16 -7	-30%	-$222	﹤0.01%	1457
2018 Q2	$1K	Buy	23 +6	+35%	+$198	﹤0.01%	1151
2018 Q1	$1K	Buy	+17	New	+$589	﹤0.01%	1122

Other funds holding EWD

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

MAM

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

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

Jane Street New York $777B AUM 61.18% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Financial Gravity Asset Management's EWD Position: Q1 2024 in Review

Financial Gravity Asset Management held its iShares MSCI Sweden ETF (EWD) position steady in Q1 2024 at 0 shares worth $20. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

Financial Gravity Asset Management first reported a position in EWD in Q1 2018 and has held it in 13 quarters since. The position peaked at $33K in Q4 2019. 84 funds tracked by Wall St. Rank hold EWD as of Q1 2024.

Financial Gravity Asset Management held 0 shares of iShares MSCI Sweden ETF worth $20 as of Q1 2024.
Financial Gravity Asset Management left its iShares MSCI Sweden ETF share count unchanged in Q1 2024.
iShares MSCI Sweden ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1892 holding.
Financial Gravity Asset Management first reported a position in iShares MSCI Sweden ETF in Q1 2018 and has held it in 13 quarters since.
Financial Gravity Asset Management's iShares MSCI Sweden ETF position peaked at $33K in Q4 2019.
84 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.