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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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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.