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TRUE Private Wealth Advisors’s iShares MSCI Sweden ETF EWD Stock Holding History

TRUE Private 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
2018
Q4 		– Sell
-177
Closed -$5.81K – 460
2018
Q3 		$5.81K Buy
+177
New +$5.61K ﹤0.01% 866

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TRUE Private Wealth Advisors's EWD Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of iShares MSCI Sweden ETF (EWD) in Q4 2018, closing a stake of 177 shares — an estimated $5.81K sold.

TRUE Private Wealth Advisors first reported a position in EWD in Q3 2018 and held it in 1 quarter. The position peaked at $5.81K in Q3 2018. 67 funds tracked by Wall St. Rank hold EWD as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining iShares MSCI Sweden ETF position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 177 iShares MSCI Sweden ETF shares in Q4 2018, an estimated $5.81K.
  • TRUE Private Wealth Advisors first reported a position in iShares MSCI Sweden ETF in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's iShares MSCI Sweden ETF position peaked at $5.81K in Q3 2018.
  • 67 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.