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Private Advisor Group’s iShares MSCI Sweden ETF EWD Stock Holding History

Private Advisor Group’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
Q3 		– Sell
-203
Closed -$6K – 2156
2020
Q2 		$6K Buy
+203
New +$5.76K ﹤0.01% 3153
2014
Q4 		– Sell
-246
Closed -$8K – 1081
2014
Q3 		$8K Buy
+246
New +$8.4K ﹤0.01% 1208

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Advisor Group's EWD Position: Q3 2020 in Review

Private Advisor Group sold out of iShares MSCI Sweden ETF (EWD) in Q3 2020, closing a stake of 203 shares — an estimated $6K sold.

Private Advisor Group first reported a position in EWD in Q3 2014 and held it in 2 quarters. The position peaked at $8K in Q3 2014. 62 funds tracked by Wall St. Rank hold EWD as of Q3 2020.

  • Private Advisor Group reported no remaining iShares MSCI Sweden ETF position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 203 iShares MSCI Sweden ETF shares in Q3 2020, an estimated $6K.
  • Private Advisor Group first reported a position in iShares MSCI Sweden ETF in Q3 2014 and held it in 2 quarters.
  • Private Advisor Group's iShares MSCI Sweden ETF position peaked at $8K in Q3 2014.
  • 62 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.