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Pathstone Family Office’s iShares MSCI Sweden ETF EWD Stock Holding History

Pathstone Family Office’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
2023
Q2 		– Sell
-28,124
Closed -$1,000K – 1265
2023
Q1 		$1,000K Sell
28,124
-28,124
-50% -$981K 0.02% 443
2022
Q4 		$1.82M Sell
56,248
-101,886
-64% -$3.18M 0.02% 526
2022
Q3 		$4.31M Sell
158,134
-238,359
-60% -$7.37M 0.04% 262
2022
Q2 		$12.1M Buy
+396,493
New +$14M 0.27% 59

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Pathstone Family Office's EWD Position: Q2 2023 in Review

Pathstone Family Office sold out of iShares MSCI Sweden ETF (EWD) in Q2 2023, closing a stake of 28,124 shares — an estimated $1,000K sold.

Pathstone Family Office first reported a position in EWD in Q2 2022 and held it in 4 quarters. The position peaked at $12.1M in Q2 2022. 84 funds tracked by Wall St. Rank hold EWD as of Q2 2023.

  • Pathstone Family Office reported no remaining iShares MSCI Sweden ETF position as of Q2 2023 after selling out during the quarter.
  • Pathstone Family Office sold 28,124 iShares MSCI Sweden ETF shares in Q2 2023, an estimated $1,000K.
  • Pathstone Family Office first reported a position in iShares MSCI Sweden ETF in Q2 2022 and held it in 4 quarters.
  • Pathstone Family Office's iShares MSCI Sweden ETF position peaked at $12.1M in Q2 2022.
  • 84 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2023.

Based on Pathstone Family Office's 13F filing for Q2 2023, filed 14 Aug 2023.