Glassman Wealth Services’s iShares MSCI Sweden ETF EWD Stock Holding History

Glassman Wealth Services’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
2016 Q4	–	Sell	-102	Closed	-$3K	–	645
2016 Q3	$3K	Buy	+102	New	+$2.89K	﹤0.01%	387

Other funds holding EWD

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

WOA

Water Oak Advisors Winter Park, Florida $155M AUM 6.37% 1-Year Est. Return

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

Glassman Wealth Services's EWD Position: Q4 2016 in Review

Glassman Wealth Services sold out of iShares MSCI Sweden ETF (EWD) in Q4 2016, closing a stake of 102 shares — an estimated $3K sold.

Glassman Wealth Services first reported a position in EWD in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 66 funds tracked by Wall St. Rank hold EWD as of Q4 2016.

Glassman Wealth Services reported no remaining iShares MSCI Sweden ETF position as of Q4 2016 after selling out during the quarter.
Glassman Wealth Services sold 102 iShares MSCI Sweden ETF shares in Q4 2016, an estimated $3K.
Glassman Wealth Services first reported a position in iShares MSCI Sweden ETF in Q3 2016 and held it in 1 quarter.
Glassman Wealth Services's iShares MSCI Sweden ETF position peaked at $3K in Q3 2016.
66 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q4 2016.

Based on Glassman Wealth Services's 13F filing for Q4 2016, filed 14 Feb 2017.