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Wealthspire Advisors (Maryland)’s iShares MSCI Sweden ETF EWD Stock Holding History

Wealthspire Advisors (Maryland)’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
2016
Q2 		– Sell
-29
Closed -$1K – 1723
2016
Q1 		$1K Hold
29
– – ﹤0.01% 1640
2015
Q4 		$1K Buy
+29
New +$866 ﹤0.01% 1613

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
SG
Societe Generale $14.1B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
WOA
Water Oak Advisors Winter Park, Florida $155M AUM 6.37% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EWD Position: Q2 2016 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI Sweden ETF (EWD) in Q2 2016, closing a stake of 29 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in EWD in Q4 2015 and held it in 2 quarters. The position peaked at $1K in Q1 2016. 67 funds tracked by Wall St. Rank hold EWD as of Q2 2016.

  • Wealthspire Advisors (Maryland) reported no remaining iShares MSCI Sweden ETF position as of Q2 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 29 iShares MSCI Sweden ETF shares in Q2 2016, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares MSCI Sweden ETF in Q4 2015 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s iShares MSCI Sweden ETF position peaked at $1K in Q1 2016.
  • 67 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2016, filed 12 Aug 2016.