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Wetzel Investment Advisors’s iShares MSCI Sweden ETF EWD Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-43
Closed -$1.72K – 374
2024
Q2 		$1.72K Hold
43
– – ﹤0.01% 767
2024
Q1 		$1.65K Hold
43
– – ﹤0.01% 878
2023
Q4 		$2K Buy
+43
New +$1.5K ﹤0.01% 857

Other funds holding EWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wetzel Investment Advisors's EWD Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares MSCI Sweden ETF (EWD) in Q3 2024, closing a stake of 43 shares — an estimated $1.72K sold.

Wetzel Investment Advisors first reported a position in EWD in Q4 2023 and held it in 3 quarters. The position peaked at $2K in Q4 2023. 86 funds tracked by Wall St. Rank hold EWD as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares MSCI Sweden ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 43 iShares MSCI Sweden ETF shares in Q3 2024, an estimated $1.72K.
  • Wetzel Investment Advisors first reported a position in iShares MSCI Sweden ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares MSCI Sweden ETF position peaked at $2K in Q4 2023.
  • 86 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.