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WealthPLAN Partners’s iShares MSCI Sweden ETF EWD Stock Holding History

WealthPLAN Partners’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
2015
Q2 		– Sell
-40
Closed -$1K – 453
2015
Q1 		$1K Buy
+40
New +$1.31K ﹤0.01% 512

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X
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New York State Common Retirement Fund
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SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's EWD Position: Q2 2015 in Review

WealthPLAN Partners sold out of iShares MSCI Sweden ETF (EWD) in Q2 2015, closing a stake of 40 shares — an estimated $1K sold.

WealthPLAN Partners first reported a position in EWD in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 73 funds tracked by Wall St. Rank hold EWD as of Q2 2015.

  • WealthPLAN Partners reported no remaining iShares MSCI Sweden ETF position as of Q2 2015 after selling out during the quarter.
  • WealthPLAN Partners sold 40 iShares MSCI Sweden ETF shares in Q2 2015, an estimated $1K.
  • WealthPLAN Partners first reported a position in iShares MSCI Sweden ETF in Q1 2015 and held it in 1 quarter.
  • WealthPLAN Partners's iShares MSCI Sweden ETF position peaked at $1K in Q1 2015.
  • 73 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2015.

Based on WealthPLAN Partners's 13F filing for Q2 2015, filed 10 Aug 2015.