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Jessup Wealth Management’s iShares MSCI Sweden ETF EWD Stock Holding History

Jessup 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
2023
Q2 		– Sell
-11,804
Closed -$420K – 72
2023
Q1 		$420K Buy
+11,804
New +$412K 0.25% 50

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Jessup Wealth Management's EWD Position: Q2 2023 in Review

Jessup Wealth Management sold out of iShares MSCI Sweden ETF (EWD) in Q2 2023, closing a stake of 11,804 shares — an estimated $420K sold.

Jessup Wealth Management first reported a position in EWD in Q1 2023 and held it in 1 quarter. The position peaked at $420K in Q1 2023. 84 funds tracked by Wall St. Rank hold EWD as of Q2 2023.

  • Jessup Wealth Management reported no remaining iShares MSCI Sweden ETF position as of Q2 2023 after selling out during the quarter.
  • Jessup Wealth Management sold 11,804 iShares MSCI Sweden ETF shares in Q2 2023, an estimated $420K.
  • Jessup Wealth Management first reported a position in iShares MSCI Sweden ETF in Q1 2023 and held it in 1 quarter.
  • Jessup Wealth Management's iShares MSCI Sweden ETF position peaked at $420K in Q1 2023.
  • 84 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2023.

Based on Jessup Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.