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WFG Advisors’s iShares MSCI Sweden ETF EWD Stock Holding History

WFG 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
2015
Q2 		– Sell
-415
Closed -$14K – 1705
2015
Q1 		$14K Sell
415
-300
-42% -$9.85K ﹤0.01% 1094
2014
Q4 		$23K Sell
715
-1,780
-71% -$57.6K ﹤0.01% 1170
2014
Q3 		$83K Buy
2,495
+1,780
+249% +$60.8K 0.02% 727
2014
Q2 		$25K Sell
715
-301
-30% -$11K ﹤0.01% 1179
2014
Q1 		$37K Buy
1,016
+715
+238% +$25.4K 0.01% 1020
2013
Q4 		$11K Hold
301
– – ﹤0.01% 1543
2013
Q3 		$10K Hold
301
– – ﹤0.01% 1511
2013
Q2 		$9K Buy
+301
New +$9.8K ﹤0.01% 1482

Other funds holding EWD

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 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
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WFG Advisors's EWD Position: Q2 2015 in Review

WFG Advisors sold out of iShares MSCI Sweden ETF (EWD) in Q2 2015, closing a stake of 415 shares — an estimated $14K sold.

WFG Advisors first reported a position in EWD in Q2 2013 and held it in 8 quarters. The position peaked at $83K in Q3 2014. 73 funds tracked by Wall St. Rank hold EWD as of Q2 2015.

  • WFG Advisors reported no remaining iShares MSCI Sweden ETF position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 415 iShares MSCI Sweden ETF shares in Q2 2015, an estimated $14K.
  • WFG Advisors first reported a position in iShares MSCI Sweden ETF in Q2 2013 and held it in 8 quarters.
  • WFG Advisors's iShares MSCI Sweden ETF position peaked at $83K in Q3 2014.
  • 73 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.