Kalos Management’s iShares MSCI Sweden ETF EWD Stock Holding History

Kalos 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
2022 Q1	–	Sell	-4,621	Closed	-$225K	–	221
2021 Q4	$225K	Buy	4,621 +342	+8%	+$15.9K	0.06%	256
2021 Q3	$209K	Sell	4,279 -430	-9%	-$20.4K	0.06%	258
2021 Q2	$226K	Buy	+4,709	New	+$224K	0.09%	227
2016 Q4	–	Sell	-15,191	Closed	-$442K	–	132
2016 Q3	$442K	Buy	15,191 +370	+2%	+$10.5K	0.38%	82
2016 Q2	$405K	Buy	14,821 +756	+5%	+$22.1K	0.31%	99
2016 Q1	$410K	Hold	14,065	–	–	0.34%	91
2015 Q4	$410K	Buy	+14,065	New	+$420K	0.31%	91

Other funds holding EWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kalos Management's EWD Position: Q1 2022 in Review

Kalos Management sold out of iShares MSCI Sweden ETF (EWD) in Q1 2022, closing a stake of 4,621 shares — an estimated $225K sold.

Kalos Management first reported a position in EWD in Q4 2015 and held it in 7 quarters. The position peaked at $442K in Q3 2016. 74 funds tracked by Wall St. Rank hold EWD as of Q1 2022.

Kalos Management reported no remaining iShares MSCI Sweden ETF position as of Q1 2022 after selling out during the quarter.
Kalos Management sold 4,621 iShares MSCI Sweden ETF shares in Q1 2022, an estimated $225K.
Kalos Management first reported a position in iShares MSCI Sweden ETF in Q4 2015 and held it in 7 quarters.
Kalos Management's iShares MSCI Sweden ETF position peaked at $442K in Q3 2016.
74 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2022.

Based on Kalos Management's 13F filing for Q1 2022, filed 21 Jun 2022.