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Heritage Wealth Management (Arizona)’s iShares MSCI Sweden ETF EWD Stock Holding History

Heritage Wealth Management (Arizona)’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
-12
Closed -$365 – 1042
2022
Q2 		$365 Hold
12
– – ﹤0.01% 957
2022
Q1 		$0 Buy
+12
New +$489 ﹤0.01% 981

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CI
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Heritage Wealth Management (Arizona)'s EWD Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of iShares MSCI Sweden ETF (EWD) in Q3 2022, closing a stake of 12 shares — an estimated $365 sold.

Heritage Wealth Management (Arizona) first reported a position in EWD in Q1 2022 and held it in 2 quarters. The position peaked at $365 in Q2 2022. 64 funds tracked by Wall St. Rank hold EWD as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining iShares MSCI Sweden ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 12 iShares MSCI Sweden ETF shares in Q3 2022, an estimated $365.
  • Heritage Wealth Management (Arizona) first reported a position in iShares MSCI Sweden ETF in Q1 2022 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s iShares MSCI Sweden ETF position peaked at $365 in Q2 2022.
  • 64 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.