Next Financial Group’s iShares MSCI Sweden ETF EWD Stock Holding History

Next Financial Group’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
2019 Q4	–	Sell	-21	Closed	-$1K	–	2404
2019 Q3	$1K	Sell	21 -300	-93%	-$8.81K	﹤0.01%	2207
2019 Q2	$10K	Buy	321 +300	+1,429%	+$9.29K	﹤0.01%	1679
2019 Q1	$1K	Hold	21	–	–	﹤0.01%	1546
2018 Q4	$1K	Buy	+21	New	+$616	﹤0.01%	1836
2014 Q4	–	Sell	-300	Closed	-$10K	–	2017
2014 Q3	$10K	Buy	+300	New	+$10.2K	﹤0.01%	1748

Other funds holding EWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

Next Financial Group's EWD Position: Q4 2019 in Review

Next Financial Group sold out of iShares MSCI Sweden ETF (EWD) in Q4 2019, closing a stake of 21 shares — an estimated $1K sold.

Next Financial Group first reported a position in EWD in Q3 2014 and held it in 5 quarters. The position peaked at $10K in Q2 2019. 67 funds tracked by Wall St. Rank hold EWD as of Q4 2019.

Next Financial Group reported no remaining iShares MSCI Sweden ETF position as of Q4 2019 after selling out during the quarter.
Next Financial Group sold 21 iShares MSCI Sweden ETF shares in Q4 2019, an estimated $1K.
Next Financial Group first reported a position in iShares MSCI Sweden ETF in Q3 2014 and held it in 5 quarters.
Next Financial Group's iShares MSCI Sweden ETF position peaked at $10K in Q2 2019.
67 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.