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Lee Financial’s iShares MSCI Sweden ETF EWD Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-8
Closed -$316 – 383
2023
Q4 		$316 Hold
8
– – ﹤0.01% 832
2023
Q3 		$264 Buy
+8
New +$272 ﹤0.01% 814

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lee Financial's EWD Position: Q1 2024 in Review

Lee Financial sold out of iShares MSCI Sweden ETF (EWD) in Q1 2024, closing a stake of 8 shares — an estimated $316 sold.

Lee Financial first reported a position in EWD in Q3 2023 and held it in 2 quarters. The position peaked at $316 in Q4 2023. 84 funds tracked by Wall St. Rank hold EWD as of Q1 2024.

  • Lee Financial reported no remaining iShares MSCI Sweden ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 8 iShares MSCI Sweden ETF shares in Q1 2024, an estimated $316.
  • Lee Financial first reported a position in iShares MSCI Sweden ETF in Q3 2023 and held it in 2 quarters.
  • Lee Financial's iShares MSCI Sweden ETF position peaked at $316 in Q4 2023.
  • 84 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.