Acima Private Wealth’s iShares MSCI Switzerland ETF EWL Stock Holding History

Acima Private Wealth’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
2022 Q4	–	Sell	-282	Closed	-$10.6K	–	225
2022 Q3	$10.6K	Hold	282	–	–	0.01%	204
2022 Q2	$11.7K	Hold	282	–	–	0.01%	206
2022 Q1	$14K	Hold	282	–	–	0.01%	207
2021 Q4	$15K	Hold	282	–	–	0.01%	204
2021 Q3	$13K	Buy	+282	New	+$14K	0.01%	201
2020 Q2	–	Sell	-275	Closed	-$10K	–	253
2020 Q1	$10K	Buy	275 +120	+77%	+$4.66K	0.01%	221
2019 Q4	$6K	Buy	+155	New	+$5.99K	﹤0.01%	256

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 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

Acima Private Wealth's EWL Position: Q4 2022 in Review

Acima Private Wealth sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2022, closing a stake of 282 shares — an estimated $10.6K sold.

Acima Private Wealth first reported a position in EWL in Q4 2019 and held it in 7 quarters. The position peaked at $15K in Q4 2021. 154 funds tracked by Wall St. Rank hold EWL as of Q4 2022.

Acima Private Wealth reported no remaining iShares MSCI Switzerland ETF position as of Q4 2022 after selling out during the quarter.
Acima Private Wealth sold 282 iShares MSCI Switzerland ETF shares in Q4 2022, an estimated $10.6K.
Acima Private Wealth first reported a position in iShares MSCI Switzerland ETF in Q4 2019 and held it in 7 quarters.
Acima Private Wealth's iShares MSCI Switzerland ETF position peaked at $15K in Q4 2021.
154 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2022.

Based on Acima Private Wealth's 13F filing for Q4 2022, filed 29 Feb 2024.