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 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

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. 64 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.
64 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.