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WealthTrust Fairport’s iShares MSCI Sweden ETF EWD Stock Holding History

WealthTrust Fairport’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
Q3 		– Sell
-63
Closed -$2K – 526
2018
Q2 		$2K Hold
63
– – ﹤0.01% 461
2018
Q1 		$2K Buy
+63
New +$2.18K ﹤0.01% 456

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

WealthTrust Fairport's EWD Position: Q3 2018 in Review

WealthTrust Fairport sold out of iShares MSCI Sweden ETF (EWD) in Q3 2018, closing a stake of 63 shares — an estimated $2K sold.

WealthTrust Fairport first reported a position in EWD in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2018. 70 funds tracked by Wall St. Rank hold EWD as of Q3 2018.

  • WealthTrust Fairport reported no remaining iShares MSCI Sweden ETF position as of Q3 2018 after selling out during the quarter.
  • WealthTrust Fairport sold 63 iShares MSCI Sweden ETF shares in Q3 2018, an estimated $2K.
  • WealthTrust Fairport first reported a position in iShares MSCI Sweden ETF in Q1 2018 and held it in 2 quarters.
  • WealthTrust Fairport's iShares MSCI Sweden ETF position peaked at $2K in Q2 2018.
  • 70 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2018.

Based on WealthTrust Fairport's 13F filing for Q3 2018, filed 2 Nov 2018.