JFS Wealth Advisors’s iShares MSCI Sweden ETF EWD Stock Holding History

JFS Wealth Advisors’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 Q4	–	Sell	-18	Closed	-$1K	–	590
2020 Q3	$1K	Buy	+18	New	+$626	﹤0.01%	533

Other funds holding EWD

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

JFS Wealth Advisors's EWD Position: Q4 2020 in Review

JFS Wealth Advisors sold out of iShares MSCI Sweden ETF (EWD) in Q4 2020, closing a stake of 18 shares — an estimated $1K sold.

JFS Wealth Advisors first reported a position in EWD in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 69 funds tracked by Wall St. Rank hold EWD as of Q4 2020.

JFS Wealth Advisors reported no remaining iShares MSCI Sweden ETF position as of Q4 2020 after selling out during the quarter.
JFS Wealth Advisors sold 18 iShares MSCI Sweden ETF shares in Q4 2020, an estimated $1K.
JFS Wealth Advisors first reported a position in iShares MSCI Sweden ETF in Q3 2020 and held it in 1 quarter.
JFS Wealth Advisors's iShares MSCI Sweden ETF position peaked at $1K in Q3 2020.
69 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q4 2020.

Based on JFS Wealth Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.