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Toth Financial Advisory’s iShares MSCI Sweden ETF EWD Stock Holding History

Toth Financial Advisory’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
2023
Q3 		– Sell
-150
Closed -$5.31K – 789
2023
Q2 		$5.31K Buy
+150
New +$5.36K ﹤0.01% 546

Other funds holding EWD

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Main Management ETF Advisors
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Toth Financial Advisory's EWD Position: Q3 2023 in Review

Toth Financial Advisory sold out of iShares MSCI Sweden ETF (EWD) in Q3 2023, closing a stake of 150 shares — an estimated $5.31K sold.

Toth Financial Advisory first reported a position in EWD in Q2 2023 and held it in 1 quarter. The position peaked at $5.31K in Q2 2023. 72 funds tracked by Wall St. Rank hold EWD as of Q3 2023.

  • Toth Financial Advisory reported no remaining iShares MSCI Sweden ETF position as of Q3 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 150 iShares MSCI Sweden ETF shares in Q3 2023, an estimated $5.31K.
  • Toth Financial Advisory first reported a position in iShares MSCI Sweden ETF in Q2 2023 and held it in 1 quarter.
  • Toth Financial Advisory's iShares MSCI Sweden ETF position peaked at $5.31K in Q2 2023.
  • 72 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2023.

Based on Toth Financial Advisory's 13F filing for Q3 2023, filed 12 Oct 2023.