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Orion Portfolio Solutions’s iShares MSCI Sweden ETF EWD Stock Holding History

Orion Portfolio Solutions’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
2022
Q4 		– Sell
-7,427
Closed -$202K – 802
2022
Q3 		$202K Buy
7,427
+73
+1% +$2.26K 0.01% 699
2022
Q2 		$224K Buy
+7,354
New +$260K 0.01% 626

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return

Orion Portfolio Solutions's EWD Position: Q4 2022 in Review

Orion Portfolio Solutions sold out of iShares MSCI Sweden ETF (EWD) in Q4 2022, closing a stake of 7,427 shares — an estimated $202K sold.

Orion Portfolio Solutions first reported a position in EWD in Q2 2022 and held it in 2 quarters. The position peaked at $224K in Q2 2022. 76 funds tracked by Wall St. Rank hold EWD as of Q4 2022.

  • Orion Portfolio Solutions reported no remaining iShares MSCI Sweden ETF position as of Q4 2022 after selling out during the quarter.
  • Orion Portfolio Solutions sold 7,427 iShares MSCI Sweden ETF shares in Q4 2022, an estimated $202K.
  • Orion Portfolio Solutions first reported a position in iShares MSCI Sweden ETF in Q2 2022 and held it in 2 quarters.
  • Orion Portfolio Solutions's iShares MSCI Sweden ETF position peaked at $224K in Q2 2022.
  • 76 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q4 2022.

Based on Orion Portfolio Solutions's 13F filing for Q4 2022, filed 8 Feb 2023.