Ogorek Anthony Joseph’s iShares MSCI Sweden ETF EWD Stock Holding History

Ogorek Anthony Joseph’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
2020 Q2	–	Sell	-500	Closed	-$12K	–	195
2020 Q1	$12K	Hold	500	–	–	0.01%	107
2019 Q4	$16K	Buy	+500	New	+$15.8K	0.01%	107
2017 Q1	–	Sell	-1,774	Closed	-$51K	–	67
2016 Q4	$51K	Hold	1,774	–	–	0.04%	31
2016 Q3	$51K	Hold	1,774	–	–	0.04%	31
2016 Q2	$48K	Hold	1,774	–	–	0.04%	32
2016 Q1	$52K	Hold	1,774	–	–	0.04%	29
2015 Q4	$52K	Buy	+1,774	New	+$53K	0.04%	35

Other funds holding EWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

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

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Ogorek Anthony Joseph's EWD Position: Q2 2020 in Review

Ogorek Anthony Joseph sold out of iShares MSCI Sweden ETF (EWD) in Q2 2020, closing a stake of 500 shares — an estimated $12K sold.

Ogorek Anthony Joseph first reported a position in EWD in Q4 2015 and held it in 7 quarters. The position peaked at $52K in Q1 2016. 57 funds tracked by Wall St. Rank hold EWD as of Q2 2020.

Ogorek Anthony Joseph reported no remaining iShares MSCI Sweden ETF position as of Q2 2020 after selling out during the quarter.
Ogorek Anthony Joseph sold 500 iShares MSCI Sweden ETF shares in Q2 2020, an estimated $12K.
Ogorek Anthony Joseph first reported a position in iShares MSCI Sweden ETF in Q4 2015 and held it in 7 quarters.
Ogorek Anthony Joseph's iShares MSCI Sweden ETF position peaked at $52K in Q1 2016.
57 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2020.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2020, filed 7 Aug 2020.