4FG
EWL icon

4Thought Financial Group’s iShares MSCI Switzerland ETF EWL Stock Holding History

4Thought Financial Group’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
2021
Q2 		– Sell
-174
Closed -$8K – 101
2021
Q1 		$8K Buy
+174
New +$7.77K 0.01% 88

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1CP
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AssetMark Inc
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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

4Thought Financial Group's EWL Position: Q2 2021 in Review

4Thought Financial Group sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2021, closing a stake of 174 shares — an estimated $8K sold.

4Thought Financial Group first reported a position in EWL in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 160 funds tracked by Wall St. Rank hold EWL as of Q2 2021.

  • 4Thought Financial Group reported no remaining iShares MSCI Switzerland ETF position as of Q2 2021 after selling out during the quarter.
  • 4Thought Financial Group sold 174 iShares MSCI Switzerland ETF shares in Q2 2021, an estimated $8K.
  • 4Thought Financial Group first reported a position in iShares MSCI Switzerland ETF in Q1 2021 and held it in 1 quarter.
  • 4Thought Financial Group's iShares MSCI Switzerland ETF position peaked at $8K in Q1 2021.
  • 160 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2021.

Based on 4Thought Financial Group's 13F filing for Q2 2021, filed 30 Jul 2021.