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Selective Wealth Management’s iShares MSCI Sweden ETF EWD Stock Holding History

Selective Wealth Management’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
-30
Closed -$1K – 298
2022
Q3 		$1K Buy
30
+27
+900% +$835 ﹤0.01% 712
2022
Q2 		$0 Hold
3
– – ﹤0.01% 783
2022
Q1 		$0 Hold
3
– – ﹤0.01% 748
2021
Q4 		$0 Buy
+3
New +$140 ﹤0.01% 676

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

Selective Wealth Management's EWD Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares MSCI Sweden ETF (EWD) in Q4 2022, closing a stake of 30 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in EWD in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 76 funds tracked by Wall St. Rank hold EWD as of Q4 2022.

  • Selective Wealth Management reported no remaining iShares MSCI Sweden ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 30 iShares MSCI Sweden ETF shares in Q4 2022, an estimated $1K.
  • Selective Wealth Management first reported a position in iShares MSCI Sweden ETF in Q4 2021 and held it in 4 quarters.
  • Selective Wealth Management's iShares MSCI Sweden ETF position peaked at $1K in Q3 2022.
  • 76 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.