5L
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55I LLC’s iShares MSCI Switzerland ETF EWL Stock Holding History

55I LLC’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
2020
Q1 		– Sell
-13,949
Closed -$567K – 171
2019
Q4 		$567K Hold
13,949
– – 0.24% 79
2019
Q3 		$526K Buy
13,949
+96
+0.7% +$3.58K 0.26% 69
2019
Q2 		$520K Buy
+13,853
New +$503K 0.29% 59

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

55I LLC's EWL Position: Q1 2020 in Review

55I LLC sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2020, closing a stake of 13,949 shares — an estimated $567K sold.

55I LLC first reported a position in EWL in Q2 2019 and held it in 3 quarters. The position peaked at $567K in Q4 2019. 132 funds tracked by Wall St. Rank hold EWL as of Q1 2020.

  • 55I LLC reported no remaining iShares MSCI Switzerland ETF position as of Q1 2020 after selling out during the quarter.
  • 55I LLC sold 13,949 iShares MSCI Switzerland ETF shares in Q1 2020, an estimated $567K.
  • 55I LLC first reported a position in iShares MSCI Switzerland ETF in Q2 2019 and held it in 3 quarters.
  • 55I LLC's iShares MSCI Switzerland ETF position peaked at $567K in Q4 2019.
  • 132 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2020.

Based on 55I LLC's 13F filing for Q1 2020, filed 1 May 2020.