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Proquility Private Wealth Partners’s iShares MSCI Sweden ETF EWD Stock Holding History

Proquility Private Wealth Partners’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
2025
Q1 		$496K Buy
11,784
+1,226
+12% +$51.6K 0.15% 80
2024
Q4 		$394K Sell
10,558
-1,783
-14% -$70.7K 0.13% 84
2024
Q3 		$536K Sell
12,341
-9,502
-44% -$387K 0.17% 82
2024
Q2 		$879K Sell
21,843
-9
-0% -$363 0.3% 75
2024
Q1 		$873K Buy
21,852
+1,944
+10% +$75.2K 0.3% 75
2023
Q4 		$786K Sell
19,908
-2,042
-9% -$71.4K 0.3% 74
2023
Q3 		$724K Sell
21,950
-30
-0.1% -$1.02K 0.3% 78
2023
Q2 		$779K Sell
21,980
-145
-0.7% -$5.18K 0.3% 75
2023
Q1 		$786K Buy
22,125
+4,131
+23% +$144K 0.31% 81
2022
Q4 		$582K Sell
17,994
-2,859
-14% -$89.3K 0.24% 78
2022
Q3 		$568K Buy
20,853
+1,421
+7% +$43.9K 0.26% 77
2022
Q2 		$592K Sell
19,432
-710
-4% -$25.1K 0.25% 80
2022
Q1 		$674K Buy
20,142
+658
+3% +$26.8K 0.28% 77
2021
Q4 		$817K Buy
19,484
+570
+3% +$26.6K 0.29% 77
2021
Q3 		$848K Buy
18,914
+351
+2% +$16.7K 0.32% 70
2021
Q2 		$861K Sell
18,563
-327
-2% -$15.5K 0.32% 71
2021
Q1 		$842K Buy
18,890
+3,776
+25% +$162K 0.34% 66
2020
Q4 		$602K Buy
+15,114
New +$572K 0.27% 66

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Proquility Private Wealth Partners's EWD Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its iShares MSCI Sweden ETF (EWD) stake by 12% in Q1 2025, buying an estimated $51.6K and bringing the position to 11,784 shares worth $496K. The position accounts for 0.15% of the portfolio, ranked #80.

Proquility Private Wealth Partners first reported a position in EWD in Q4 2020 and has held it in 18 quarters since. The position peaked at $879K in Q2 2024. 93 funds tracked by Wall St. Rank hold EWD as of Q1 2025.

  • Proquility Private Wealth Partners held 11,784 shares of iShares MSCI Sweden ETF worth $496K as of Q1 2025.
  • Proquility Private Wealth Partners bought 1,226 iShares MSCI Sweden ETF shares in Q1 2025, an estimated $51.6K.
  • iShares MSCI Sweden ETF made up 0.15% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #80 holding.
  • Proquility Private Wealth Partners first reported a position in iShares MSCI Sweden ETF in Q4 2020 and has held it in 18 quarters since.
  • Proquility Private Wealth Partners's iShares MSCI Sweden ETF position peaked at $879K in Q2 2024.
  • 93 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.