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Sound Income Strategies’s iShares MSCI Sweden ETF EWD Stock Holding History

Sound Income Strategies’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
2024
Q4 		– Sell
-8
Closed -$347 – 1498
2024
Q3 		$347 Hold
8
– – ﹤0.01% 1335
2024
Q2 		$322 Hold
8
– – ﹤0.01% 1305
2024
Q1 		$320 Hold
8
– – ﹤0.01% 1270
2023
Q4 		$316 Buy
+8
New +$280 ﹤0.01% 1252

Other funds holding EWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sound Income Strategies's EWD Position: Q4 2024 in Review

Sound Income Strategies sold out of iShares MSCI Sweden ETF (EWD) in Q4 2024, closing a stake of 8 shares — an estimated $347 sold.

Sound Income Strategies first reported a position in EWD in Q4 2023 and held it in 4 quarters. The position peaked at $347 in Q3 2024. 82 funds tracked by Wall St. Rank hold EWD as of Q4 2024.

  • Sound Income Strategies reported no remaining iShares MSCI Sweden ETF position as of Q4 2024 after selling out during the quarter.
  • Sound Income Strategies sold 8 iShares MSCI Sweden ETF shares in Q4 2024, an estimated $347.
  • Sound Income Strategies first reported a position in iShares MSCI Sweden ETF in Q4 2023 and held it in 4 quarters.
  • Sound Income Strategies's iShares MSCI Sweden ETF position peaked at $347 in Q3 2024.
  • 82 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q4 2024.

Based on Sound Income Strategies's 13F filing for Q4 2024, filed 21 Jan 2025.