OHWP
EWD icon

Oak Harbor Wealth Partners’s iShares MSCI Sweden ETF EWD Stock Holding History

Oak Harbor Wealth Partners’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
-25
Closed -$999 – 222
2024
Q1 		$999 Buy
+25
New +$967 ﹤0.01% 224

Other funds holding EWD

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
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
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Oak Harbor Wealth Partners's EWD Position: Q2 2024 in Review

Oak Harbor Wealth Partners sold out of iShares MSCI Sweden ETF (EWD) in Q2 2024, closing a stake of 25 shares — an estimated $999 sold.

Oak Harbor Wealth Partners first reported a position in EWD in Q1 2024 and held it in 1 quarter. The position peaked at $999 in Q1 2024. 79 funds tracked by Wall St. Rank hold EWD as of Q2 2024.

  • Oak Harbor Wealth Partners reported no remaining iShares MSCI Sweden ETF position as of Q2 2024 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 25 iShares MSCI Sweden ETF shares in Q2 2024, an estimated $999.
  • Oak Harbor Wealth Partners first reported a position in iShares MSCI Sweden ETF in Q1 2024 and held it in 1 quarter.
  • Oak Harbor Wealth Partners's iShares MSCI Sweden ETF position peaked at $999 in Q1 2024.
  • 79 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2024.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2024, filed 18 Jul 2024.