KWM
EWD icon

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

Keebeck 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
Q3 		– Sell
-233
Closed -$7K – 242
2020
Q2 		$7K Buy
+233
New +$6.61K ﹤0.01% 320
2020
Q1 		– Sell
-1,034
Closed -$34K – 207
2019
Q4 		$34K Buy
+1,034
New +$32.6K 0.01% 246

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Keebeck Wealth Management's EWD Position: Q3 2020 in Review

Keebeck Wealth Management sold out of iShares MSCI Sweden ETF (EWD) in Q3 2020, closing a stake of 233 shares — an estimated $7K sold.

Keebeck Wealth Management first reported a position in EWD in Q4 2019 and held it in 2 quarters. The position peaked at $34K in Q4 2019. 62 funds tracked by Wall St. Rank hold EWD as of Q3 2020.

  • Keebeck Wealth Management reported no remaining iShares MSCI Sweden ETF position as of Q3 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 233 iShares MSCI Sweden ETF shares in Q3 2020, an estimated $7K.
  • Keebeck Wealth Management first reported a position in iShares MSCI Sweden ETF in Q4 2019 and held it in 2 quarters.
  • Keebeck Wealth Management's iShares MSCI Sweden ETF position peaked at $34K in Q4 2019.
  • 62 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.