IFWM
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Institute for Wealth Management’s iShares MSCI Sweden ETF EWD Stock Holding History

Institute for Wealth Management’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
2020
Q1 		– Sell
-34
Closed -$1K – 461
2019
Q4 		$1K Buy
+34
New +$1.07K ﹤0.01% 671

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Institute for Wealth Management's EWD Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares MSCI Sweden ETF (EWD) in Q1 2020, closing a stake of 34 shares — an estimated $1K sold.

Institute for Wealth Management first reported a position in EWD in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 61 funds tracked by Wall St. Rank hold EWD as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares MSCI Sweden ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 34 iShares MSCI Sweden ETF shares in Q1 2020, an estimated $1K.
  • Institute for Wealth Management first reported a position in iShares MSCI Sweden ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares MSCI Sweden ETF position peaked at $1K in Q4 2019.
  • 61 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.