Global Financial Private Client’s iShares MSCI Sweden ETF EWD Stock Holding History

Global Financial Private Client’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 Q1	–	Sell	-5,821	Closed	-$270K	–	660
2021 Q4	$270K	Buy	5,821 +25	+0.4%	+$1.17K	0.13%	127
2021 Q3	$263K	Buy	5,796 +3,445	+147%	+$164K	0.14%	122
2021 Q2	$110K	Buy	+2,351	New	+$112K	0.06%	164

Other funds holding EWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Global Financial Private Client's EWD Position: Q1 2022 in Review

Global Financial Private Client sold out of iShares MSCI Sweden ETF (EWD) in Q1 2022, closing a stake of 5,821 shares — an estimated $270K sold.

Global Financial Private Client first reported a position in EWD in Q2 2021 and held it in 3 quarters. The position peaked at $270K in Q4 2021. 74 funds tracked by Wall St. Rank hold EWD as of Q1 2022.

Global Financial Private Client reported no remaining iShares MSCI Sweden ETF position as of Q1 2022 after selling out during the quarter.
Global Financial Private Client sold 5,821 iShares MSCI Sweden ETF shares in Q1 2022, an estimated $270K.
Global Financial Private Client first reported a position in iShares MSCI Sweden ETF in Q2 2021 and held it in 3 quarters.
Global Financial Private Client's iShares MSCI Sweden ETF position peaked at $270K in Q4 2021.
74 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2022.

Based on Global Financial Private Client's 13F filing for Q1 2022, filed 16 May 2024.