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Private Wealth Advisors (California)’s iShares MSCI Sweden ETF EWD Stock Holding History

Private Wealth Advisors (California)’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
-93,315
Closed -$2.54M – 83
2022
Q3 		$2.54M Buy
93,315
+400
+0.4% +$12.4K 1.18% 26
2022
Q2 		$3.15M Buy
92,915
+6,160
+7% +$218K 1.16% 26
2022
Q1 		$3.37M Buy
+86,755
New +$3.53M 1.08% 23

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

Private Wealth Advisors (California)'s EWD Position: Q4 2022 in Review

Private Wealth Advisors (California) sold out of iShares MSCI Sweden ETF (EWD) in Q4 2022, closing a stake of 93,315 shares — an estimated $2.54M sold.

Private Wealth Advisors (California) first reported a position in EWD in Q1 2022 and held it in 3 quarters. The position peaked at $3.37M in Q1 2022. 76 funds tracked by Wall St. Rank hold EWD as of Q4 2022.

  • Private Wealth Advisors (California) reported no remaining iShares MSCI Sweden ETF position as of Q4 2022 after selling out during the quarter.
  • Private Wealth Advisors (California) sold 93,315 iShares MSCI Sweden ETF shares in Q4 2022, an estimated $2.54M.
  • Private Wealth Advisors (California) first reported a position in iShares MSCI Sweden ETF in Q1 2022 and held it in 3 quarters.
  • Private Wealth Advisors (California)'s iShares MSCI Sweden ETF position peaked at $3.37M in Q1 2022.
  • 76 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q4 2022.

Based on Private Wealth Advisors (California)'s 13F filing for Q4 2022, filed 13 Feb 2023.