Oak Point Wealth Management’s iShares MSCI Sweden ETF EWD Stock Holding History

Oak Point Wealth Management’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
2018 Q1	$326K	Buy	+9,865	New	+$342K	0.33%	83

Other funds holding EWD

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCA

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

MRC

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

VSWA

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

Oak Point Wealth Management's EWD Position: Q1 2018 in Review

Oak Point Wealth Management opened a new position in iShares MSCI Sweden ETF (EWD) in Q1 2018: 9,865 shares worth $326K. The stake represents 0.33% of the portfolio and ranks #83 among its holdings.

80 funds tracked by Wall St. Rank hold EWD as of Q1 2018.

Oak Point Wealth Management held 9,865 shares of iShares MSCI Sweden ETF worth $326K as of Q1 2018.
iShares MSCI Sweden ETF was a new Oak Point Wealth Management position in Q1 2018.
iShares MSCI Sweden ETF made up 0.33% of Oak Point Wealth Management's portfolio in Q1 2018, its #83 holding.
80 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.