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tru Independence’s iShares MSCI Sweden ETF EWD Stock Holding History

tru Independence’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
2020
Q3 		– Sell
-165
Closed -$5 – 501
2020
Q2 		$5 Buy
+165
New +$4.68K ﹤0.01% 697
2020
Q1 		– Sell
-238
Closed -$6K – 751
2019
Q4 		$6K Buy
+238
New +$7.5K ﹤0.01% 639

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

tru Independence's EWD Position: Q3 2020 in Review

tru Independence sold out of iShares MSCI Sweden ETF (EWD) in Q3 2020, closing a stake of 165 shares — an estimated $5 sold.

tru Independence first reported a position in EWD in Q4 2019 and held it in 2 quarters. The position peaked at $6K in Q4 2019. 62 funds tracked by Wall St. Rank hold EWD as of Q3 2020.

  • tru Independence reported no remaining iShares MSCI Sweden ETF position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 165 iShares MSCI Sweden ETF shares in Q3 2020, an estimated $5.
  • tru Independence first reported a position in iShares MSCI Sweden ETF in Q4 2019 and held it in 2 quarters.
  • tru Independence's iShares MSCI Sweden ETF position peaked at $6K in Q4 2019.
  • 62 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.