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Moisand Fitzgerald Tamayo’s iShares MSCI Sweden ETF EWD Stock Holding History

Moisand Fitzgerald Tamayo’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
-817
Closed -$25K – 747
2022
Q2 		$25K Buy
+817
New +$28.9K 0.01% 211
2022
Q1 		– Sell
-817
Closed -$38K – 539
2021
Q4 		$38K Hold
817
– – 0.01% 167
2021
Q3 		$37K Hold
817
– – 0.01% 169
2021
Q2 		$38K Buy
+817
New +$38.8K 0.01% 167

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Moisand Fitzgerald Tamayo's EWD Position: Q3 2022 in Review

Moisand Fitzgerald Tamayo sold out of iShares MSCI Sweden ETF (EWD) in Q3 2022, closing a stake of 817 shares — an estimated $25K sold.

Moisand Fitzgerald Tamayo first reported a position in EWD in Q2 2021 and held it in 4 quarters. The position peaked at $38K in Q4 2021. 63 funds tracked by Wall St. Rank hold EWD as of Q3 2022.

  • Moisand Fitzgerald Tamayo reported no remaining iShares MSCI Sweden ETF position as of Q3 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 817 iShares MSCI Sweden ETF shares in Q3 2022, an estimated $25K.
  • Moisand Fitzgerald Tamayo first reported a position in iShares MSCI Sweden ETF in Q2 2021 and held it in 4 quarters.
  • Moisand Fitzgerald Tamayo's iShares MSCI Sweden ETF position peaked at $38K in Q4 2021.
  • 63 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2022, filed 26 Oct 2022.