World Equity Group’s iShares MSCI Sweden ETF EWD Stock Holding History

World Equity Group’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 Q2	–	Sell	-8,116	Closed	-$324K	–	282
2024 Q1	$324K	Buy	+8,116	New	+$314K	0.07%	238

Other funds holding EWD

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

World Equity Group's EWD Position: Q2 2024 in Review

World Equity Group sold out of iShares MSCI Sweden ETF (EWD) in Q2 2024, closing a stake of 8,116 shares — an estimated $324K sold.

World Equity Group first reported a position in EWD in Q1 2024 and held it in 1 quarter. The position peaked at $324K in Q1 2024. 79 funds tracked by Wall St. Rank hold EWD as of Q2 2024.

World Equity Group reported no remaining iShares MSCI Sweden ETF position as of Q2 2024 after selling out during the quarter.
World Equity Group sold 8,116 iShares MSCI Sweden ETF shares in Q2 2024, an estimated $324K.
World Equity Group first reported a position in iShares MSCI Sweden ETF in Q1 2024 and held it in 1 quarter.
World Equity Group's iShares MSCI Sweden ETF position peaked at $324K in Q1 2024.
79 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2024.

Based on World Equity Group's 13F filing for Q2 2024, filed 18 Jul 2024.