NewSquare Capital’s iShares MSCI Sweden ETF EWD Stock Holding History

NewSquare Capital’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
2024 Q2	–	Sell	-5	Closed	-$200	–	388
2024 Q1	$200	Hold	5	–	–	﹤0.01%	404
2023 Q4	$197	Hold	5	–	–	﹤0.01%	457
2023 Q3	$165	Hold	5	–	–	﹤0.01%	558
2023 Q2	$177	Hold	5	–	–	﹤0.01%	766
2023 Q1	$178	Hold	5	–	–	﹤0.01%	798
2022 Q4	$162	Hold	5	–	–	﹤0.01%	746
2022 Q3	$0	Sell	5 -1	-17%	-$31	﹤0.01%	437
2022 Q2	$0	Sell	6 -155	-96%	-$5.48K	﹤0.01%	375
2022 Q1	$6K	Sell	161 -150	-48%	-$6.11K	﹤0.01%	297
2021 Q4	$14K	Sell	311 -28,780	-99%	-$1.34M	﹤0.01%	262
2021 Q3	$1.3M	Sell	29,091 -95	-0.3%	-$4.52K	0.15%	114
2021 Q2	$1.35M	Buy	+29,186	New	+$1.39M	0.16%	114
2014 Q3	–	Sell	-12,337	Closed	-$435K	–	330
2014 Q2	$435K	Buy	12,337 +6,655	+117%	+$243K	0.16%	92
2014 Q1	$208K	Buy	5,682 +5,517	+3,344%	+$196K	0.08%	107
2013 Q4	$6K	Buy	+165	New	+$5.64K	﹤0.01%	210

Other funds holding EWD

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

MAM

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

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NewSquare Capital's EWD Position: Q2 2024 in Review

NewSquare Capital sold out of iShares MSCI Sweden ETF (EWD) in Q2 2024, closing a stake of 5 shares — an estimated $200 sold.

NewSquare Capital first reported a position in EWD in Q4 2013 and held it in 15 quarters. The position peaked at $1.35M in Q2 2021. 79 funds tracked by Wall St. Rank hold EWD as of Q2 2024.

NewSquare Capital reported no remaining iShares MSCI Sweden ETF position as of Q2 2024 after selling out during the quarter.
NewSquare Capital sold 5 iShares MSCI Sweden ETF shares in Q2 2024, an estimated $200.
NewSquare Capital first reported a position in iShares MSCI Sweden ETF in Q4 2013 and held it in 15 quarters.
NewSquare Capital's iShares MSCI Sweden ETF position peaked at $1.35M in Q2 2021.
79 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2024.

Based on NewSquare Capital's 13F filing for Q2 2024, filed 23 Jul 2024.