Independent Portfolio Consultants’s iShares MSCI Sweden ETF EWD Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$1.02M	Sell	30,204 -3,591	-11%	-$119K	0.43%	47
2017 Q1	$1.07M	Buy	+33,795	New	+$1.03M	0.37%	71
2016 Q3	–	Sell	-3,885	Closed	-$106K	–	725
2016 Q2	$106K	Sell	3,885 -250	-6%	-$7.31K	0.03%	441
2016 Q1	$122K	Buy	+4,135	New	+$115K	0.03%	440
2015 Q3	–	Sell	-6,390	Closed	-$203K	–	810
2015 Q2	$203K	Buy	+6,390	New	+$218K	0.04%	369
2014 Q2	–	Sell	-7,170	Closed	-$262K	–	829
2014 Q1	$262K	Buy	+7,170	New	+$255K	0.08%	395

Other funds holding EWD

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VSWA

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Independent Portfolio Consultants's EWD Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its iShares MSCI Sweden ETF (EWD) stake by 11% in Q2 2017, selling an estimated $119K and leaving 30,204 shares worth $1.02M. The position accounts for 0.43% of the portfolio, ranked #47.

Independent Portfolio Consultants first reported a position in EWD in Q1 2014 and has held it in 6 quarters since. The position peaked at $1.07M in Q1 2017. 66 funds tracked by Wall St. Rank hold EWD as of Q2 2017.

Independent Portfolio Consultants held 30,204 shares of iShares MSCI Sweden ETF worth $1.02M as of Q2 2017.
Independent Portfolio Consultants sold 3,591 iShares MSCI Sweden ETF shares in Q2 2017, an estimated $119K.
iShares MSCI Sweden ETF made up 0.43% of Independent Portfolio Consultants's portfolio in Q2 2017, its #47 holding.
Independent Portfolio Consultants first reported a position in iShares MSCI Sweden ETF in Q1 2014 and has held it in 6 quarters since.
Independent Portfolio Consultants's iShares MSCI Sweden ETF position peaked at $1.07M in Q1 2017.
66 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.