Accuvest Global Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Accuvest Global Advisors’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 Q3	–	Sell	-6,498	Closed	-$316K	–	113
2021 Q2	$316K	Buy	+6,498	New	+$310K	0.16%	80
2021 Q1	–	Sell	-304	Closed	-$14K	–	103
2020 Q4	$14K	Sell	304 -19,800	-98%	-$840K	0.04%	33
2020 Q3	$826K	Buy	+20,104	New	+$831K	2.71%	9
2013 Q3	–	Sell	-163,392	Closed	-$4.68M	–	61
2013 Q2	$4.68M	Buy	+163,392	New	+$4.88M	1.03%	26

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

1CP

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Accuvest Global Advisors's EWL Position: Q3 2021 in Review

Accuvest Global Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2021, closing a stake of 6,498 shares — an estimated $316K sold.

Accuvest Global Advisors first reported a position in EWL in Q2 2013 and held it in 4 quarters. The position peaked at $4.68M in Q2 2013. 170 funds tracked by Wall St. Rank hold EWL as of Q3 2021.

Accuvest Global Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q3 2021 after selling out during the quarter.
Accuvest Global Advisors sold 6,498 iShares MSCI Switzerland ETF shares in Q3 2021, an estimated $316K.
Accuvest Global Advisors first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and held it in 4 quarters.
Accuvest Global Advisors's iShares MSCI Switzerland ETF position peaked at $4.68M in Q2 2013.
170 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2021.

Based on Accuvest Global Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.