TS Financial Group (TSFG)’s iShares MSCI Sweden ETF EWD Stock Holding History

TS Financial Group (TSFG)’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 Q4	–	Sell	-539	Closed	-$18K	–	933
2023 Q3	$18K	Sell	539 -126	-19%	-$4.29K	0.01%	424
2023 Q2	$24K	Hold	665	–	–	0.01%	390
2023 Q1	$24K	Hold	665	–	–	0.01%	383
2022 Q4	$22K	Buy	665 +3	+0.5%	+$94	0.01%	399
2022 Q3	$18K	Hold	662	–	–	0.01%	412
2022 Q2	$20K	Buy	662 +17	+3%	+$601	0.01%	405
2022 Q1	$25K	Buy	645 +2	+0.3%	+$81	0.01%	381
2021 Q4	$30K	Buy	643 +89	+16%	+$4.15K	0.01%	365
2021 Q3	$25K	Hold	554	–	–	0.01%	394
2021 Q2	$26K	Buy	+554	New	+$26.3K	0.01%	393

Other funds holding EWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TS Financial Group (TSFG)'s EWD Position: Q4 2023 in Review

TS Financial Group (TSFG) sold out of iShares MSCI Sweden ETF (EWD) in Q4 2023, closing a stake of 539 shares — an estimated $18K sold.

TS Financial Group (TSFG) first reported a position in EWD in Q2 2021 and held it in 10 quarters. The position peaked at $30K in Q4 2021. 75 funds tracked by Wall St. Rank hold EWD as of Q4 2023.

TS Financial Group (TSFG) reported no remaining iShares MSCI Sweden ETF position as of Q4 2023 after selling out during the quarter.
TS Financial Group (TSFG) sold 539 iShares MSCI Sweden ETF shares in Q4 2023, an estimated $18K.
TS Financial Group (TSFG) first reported a position in iShares MSCI Sweden ETF in Q2 2021 and held it in 10 quarters.
TS Financial Group (TSFG)'s iShares MSCI Sweden ETF position peaked at $30K in Q4 2021.
75 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q4 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2023, filed 24 Jan 2024.