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Marvin & Palmer Associates’s iShares MSCI Sweden ETF EWD Stock Holding History

Marvin & Palmer Associates’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
2021
Q3 		– Sell
-38,355
Closed -$1.78M – 29
2021
Q2 		$1.78M Buy
+38,355
New +$1.82M 0.73% 27
2018
Q1 		– Sell
-29,667
Closed -$1.01M – 35
2017
Q4 		$1.01M Hold
29,667
– – 1.04% 30
2017
Q3 		$1.06M Buy
+29,667
New +$1.03M 1.31% 28

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marvin & Palmer Associates's EWD Position: Q3 2021 in Review

Marvin & Palmer Associates sold out of iShares MSCI Sweden ETF (EWD) in Q3 2021, closing a stake of 38,355 shares — an estimated $1.78M sold.

Marvin & Palmer Associates first reported a position in EWD in Q3 2017 and held it in 3 quarters. The position peaked at $1.78M in Q2 2021. 88 funds tracked by Wall St. Rank hold EWD as of Q3 2021.

  • Marvin & Palmer Associates reported no remaining iShares MSCI Sweden ETF position as of Q3 2021 after selling out during the quarter.
  • Marvin & Palmer Associates sold 38,355 iShares MSCI Sweden ETF shares in Q3 2021, an estimated $1.78M.
  • Marvin & Palmer Associates first reported a position in iShares MSCI Sweden ETF in Q3 2017 and held it in 3 quarters.
  • Marvin & Palmer Associates's iShares MSCI Sweden ETF position peaked at $1.78M in Q2 2021.
  • 88 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2021.

Based on Marvin & Palmer Associates's 13F filing for Q3 2021, filed 12 Nov 2021.