Ropes Wealth Advisors’s iShares MSCI Sweden ETF EWD Stock Holding History

Ropes Wealth Advisors’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
2019 Q3	–	Sell	-17	Closed	-$1K	–	560
2019 Q2	$1K	Buy	+17	New	+$526	﹤0.01%	552
2018 Q2	–	Sell	-149	Closed	-$5K	–	570
2018 Q1	$5K	Buy	+149	New	+$5.16K	﹤0.01%	489

Other funds holding EWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Ropes Wealth Advisors's EWD Position: Q3 2019 in Review

Ropes Wealth Advisors sold out of iShares MSCI Sweden ETF (EWD) in Q3 2019, closing a stake of 17 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in EWD in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 64 funds tracked by Wall St. Rank hold EWD as of Q3 2019.

Ropes Wealth Advisors reported no remaining iShares MSCI Sweden ETF position as of Q3 2019 after selling out during the quarter.
Ropes Wealth Advisors sold 17 iShares MSCI Sweden ETF shares in Q3 2019, an estimated $1K.
Ropes Wealth Advisors first reported a position in iShares MSCI Sweden ETF in Q1 2018 and held it in 2 quarters.
Ropes Wealth Advisors's iShares MSCI Sweden ETF position peaked at $5K in Q1 2018.
64 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2019.

Based on Ropes Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.