MCWS
EWD icon

McKinley Carter Wealth Services’s iShares MSCI Sweden ETF EWD Stock Holding History

McKinley Carter Wealth Services’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
2014
Q1 		– Sell
-5,569
Closed -$200K – 104
2013
Q4 		$200K Buy
+5,569
New +$190K 0.19% 114

Other funds holding EWD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

McKinley Carter Wealth Services's EWD Position: Q1 2014 in Review

McKinley Carter Wealth Services sold out of iShares MSCI Sweden ETF (EWD) in Q1 2014, closing a stake of 5,569 shares — an estimated $200K sold.

McKinley Carter Wealth Services first reported a position in EWD in Q4 2013 and held it in 1 quarter. The position peaked at $200K in Q4 2013. 81 funds tracked by Wall St. Rank hold EWD as of Q1 2014.

  • McKinley Carter Wealth Services reported no remaining iShares MSCI Sweden ETF position as of Q1 2014 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 5,569 iShares MSCI Sweden ETF shares in Q1 2014, an estimated $200K.
  • McKinley Carter Wealth Services first reported a position in iShares MSCI Sweden ETF in Q4 2013 and held it in 1 quarter.
  • McKinley Carter Wealth Services's iShares MSCI Sweden ETF position peaked at $200K in Q4 2013.
  • 81 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2014.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2014, filed 2 May 2014.