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

Financial Management Professionals’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
Q3 		– Sell
-477
Closed -$15K – 973
2022
Q2 		$15K Hold
477
– – ﹤0.01% 406
2022
Q1 		$19K Buy
+477
New +$19.4K ﹤0.01% 368
2013
Q4 		– Sell
-1,168
Closed -$40K – 258
2013
Q3 		$40K Buy
+1,168
New +$38.7K 0.02% 100

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Financial Management Professionals's EWD Position: Q3 2022 in Review

Financial Management Professionals sold out of iShares MSCI Sweden ETF (EWD) in Q3 2022, closing a stake of 477 shares — an estimated $15K sold.

Financial Management Professionals first reported a position in EWD in Q3 2013 and held it in 3 quarters. The position peaked at $40K in Q3 2013. 64 funds tracked by Wall St. Rank hold EWD as of Q3 2022.

  • Financial Management Professionals reported no remaining iShares MSCI Sweden ETF position as of Q3 2022 after selling out during the quarter.
  • Financial Management Professionals sold 477 iShares MSCI Sweden ETF shares in Q3 2022, an estimated $15K.
  • Financial Management Professionals first reported a position in iShares MSCI Sweden ETF in Q3 2013 and held it in 3 quarters.
  • Financial Management Professionals's iShares MSCI Sweden ETF position peaked at $40K in Q3 2013.
  • 64 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2022.

Based on Financial Management Professionals's 13F filing for Q3 2022, filed 27 Oct 2022.