1832 Asset Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

1832 Asset Management’s Portfolio EWL Stock Details EWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,550	Closed	-$206K	–	869
2023 Q1	$206K	Hold	4,550	–	–	﹤0.01%	662
2022 Q4	$191K	Hold	4,550	–	–	﹤0.01%	695
2022 Q3	$170K	Hold	4,550	–	–	﹤0.01%	683
2022 Q2	$189K	Hold	4,550	–	–	﹤0.01%	689
2022 Q1	$220K	Sell	4,550 -350	-7%	-$17.1K	﹤0.01%	706
2021 Q4	$261K	Buy	+4,900	New	+$245K	﹤0.01%	511
2019 Q3	–	Sell	-6,200	Closed	-$232K	–	693
2019 Q2	$232K	Buy	+6,200	New	+$225K	﹤0.01%	533

Other funds holding EWL

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

1832 Asset Management's EWL Position: Q2 2023 in Review

1832 Asset Management sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2023, closing a stake of 4,550 shares — an estimated $206K sold.

1832 Asset Management first reported a position in EWL in Q2 2019 and held it in 7 quarters. The position peaked at $261K in Q4 2021. 160 funds tracked by Wall St. Rank hold EWL as of Q2 2023.

1832 Asset Management reported no remaining iShares MSCI Switzerland ETF position as of Q2 2023 after selling out during the quarter.
1832 Asset Management sold 4,550 iShares MSCI Switzerland ETF shares in Q2 2023, an estimated $206K.
1832 Asset Management first reported a position in iShares MSCI Switzerland ETF in Q2 2019 and held it in 7 quarters.
1832 Asset Management's iShares MSCI Switzerland ETF position peaked at $261K in Q4 2021.
160 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2023.

Based on 1832 Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.