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

Marks Group 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
2022 Q3	–	Sell	-9,192	Closed	-$280K	–	274
2022 Q2	$280K	Sell	9,192 -7,696	-46%	-$272K	0.04%	250
2022 Q1	$657K	Sell	16,888 -7,632	-31%	-$311K	0.08%	204
2021 Q4	$1.14M	Sell	24,520 -43,027	-64%	-$2M	0.14%	158
2021 Q3	$3.03M	Sell	67,547 -27,662	-29%	-$1.32M	0.41%	89
2021 Q2	$4.42M	Sell	95,209 -5,348	-5%	-$254K	0.61%	76
2021 Q1	$4.49M	Sell	100,557 -1,290	-1%	-$55.3K	0.66%	70
2020 Q4	$4.05M	Sell	101,847 -1,895	-2%	-$71.8K	0.63%	71
2020 Q3	$3.66M	Sell	103,742 -6,913	-6%	-$240K	0.66%	68
2020 Q2	$3.43M	Sell	110,655 -10,864	-9%	-$308K	0.7%	67
2020 Q1	$3.11M	Sell	121,519 -3,945	-3%	-$120K	0.8%	58
2019 Q4	$4.13M	Buy	+125,464	New	+$3.96M	0.81%	52

Other funds holding EWD

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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Marks Group Wealth Management's EWD Position: Q3 2022 in Review

Marks Group Wealth Management sold out of iShares MSCI Sweden ETF (EWD) in Q3 2022, closing a stake of 9,192 shares — an estimated $280K sold.

Marks Group Wealth Management first reported a position in EWD in Q4 2019 and held it in 11 quarters. The position peaked at $4.49M in Q1 2021. 64 funds tracked by Wall St. Rank hold EWD as of Q3 2022.

Marks Group Wealth Management reported no remaining iShares MSCI Sweden ETF position as of Q3 2022 after selling out during the quarter.
Marks Group Wealth Management sold 9,192 iShares MSCI Sweden ETF shares in Q3 2022, an estimated $280K.
Marks Group Wealth Management first reported a position in iShares MSCI Sweden ETF in Q4 2019 and held it in 11 quarters.
Marks Group Wealth Management's iShares MSCI Sweden ETF position peaked at $4.49M in Q1 2021.
64 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2022.

Based on Marks Group Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.